2023.03.27 Weekly Notes
Aversion-Reversion to continue?
Latest
2023.03.20 Weekly Notes
The Aversion-Reversion trade…
2023.03.13 Weekly Note
Cash is not trash
2023.03.06 Weekly Notes
Expect volatility to bounce back
2023.02.27 Weekly Notes
The Dollar Blackhole
2023.02.20 Weekly Note
Notable change in sentiment
2023.02.13 Weekly Note
No where to hide but the Dollar
2023.02.05 Weekly Note
A very questionable rally
2023.01.30 Weekly note
Risk rally skating on thin-ice
2023.01.21 Weekly Note
Bearish narratives now lacking
2023.01.16 Weekly note
Too much too soon?
2023.01.09 Weekly Note
Strong start to 2023 will have legs