2022.06.20 Weekly Note
Risk is very very oversold…
Latest
2022.06.13 Weekly Note
Let’s get Tactical, Let me hear your Trades talk…
2022.06.05 Weekly Note
Recession still likely to be a 2023 story
2022.05.30 Weekly Note
Inflation and volatility easing…
2022.05.23 Weekly Note
Shortest bear-market ever?
2022.05.16 Weekly Note
Have we seen peak fear for now?
2022.05.09 Weekly Note
So no reprieve then?
2022.05.02 Weekly Note
Post-FOMC reprieve?
2022.04.25 Weekly Note
Some EOM pre-FOMC respite?
2022.04.18 Weekly Note
Nope. It’s not different this time.
2022.04.11 Weekly Note
Tell me anything that’s good for markets…
2022.04.04 Weekly Note
No better than neutral, at best…