2024.11.25 Weekly
Unwinding (some) Exceptionalisms/Trumpisms
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2025.07.07 Weekly
USD comeback, Equities pullback
2025.07.04 Chartstorm
Asset prices signals an all clear. Soft and Hard economic data is mixed. Good or bad? You will find both. PICK YOUR POISON.
2025.06.30 Weekly
Can’t dispute the PA
2025.06.23 Weekly
“Talks of the Dollar demise has been greatly exaggerated”