Weekly Notes 2021/07/19
Bearish reversal looks set to continue this week and I’m looking to answer whether this is the beginning of a broader pullback or whether…
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Weekly Notes 2021/07/12
As I’m away from familiar settings (under Hotel quarantine in Hong Kong) with a lot of internet connectivity issues…
Weekly Notes 2021/07/07
Happy 4th of July!
Weekly Notes 2021/06/28
In my last weekend note, I was prepped for further USD strength, continued consolidation in commodities, and Growth to outperform value in…
Updated view 2021/06/22
A change of view and it’s only been a day from my Weekly entry…
Weekly Notes 2021/06/21
Weekly Notes 2021/06/14
Weekly Notes 2021/06/07
Warm, and fuzzy (literally)…
Weekly Notes — 2021/05/31
Weekly Notes — 2021/05/24
Bear Flattening or Steepening?
Some updated thoughts on recent views…
