2022.05.02 Weekly Note
Post-FOMC reprieve?
Latest
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…
2022.03.28 Weekly Note
Some pressure cooking against Equities…
2022.03.21 Weekly Note
Inflation Invasion Inversion — what’s changed?
2022.03.14 Weekly Note
FED and BOE on deck — sticking to the script…
2022.03.07 Weekly Note
Sell. Every. Rally.
2022.02.28 Weekly Note
Typical bear market rally?
2022.02.21 Weekly Note
Staying short Nasdaq and EUR, AUDNZD and NOKSEK appealing
2022.02.07 Weekly Note
Staying Short NASDAQ and EUR, Long USD and JPY