Earnings Deteriorate 3 Quarters After a Peak in the 2 Year Yield

Here is an early post of Sunday’s Youtube video: Here are some of the key charts illustrating the video:   […] To access this content please upgrade to another membership

Choose a membership

Read More

Game of Trades Ratings Across Asset Classes (Sept 2022)

S&P 500 (SPX): 6-12 months: BUY We’re of the view that the decline in real goods spending this year is […] To access this content please upgrade to another membership

Choose a membership

Read More

For the First Time Since June, Technicals Suggest Short-term Risk/Reward is Attractive | Is It Enough to Trigger a Major Reversal?

The SP500 has been in a relentless downtrend over the last couple of weeks, retracing a significant portion of the […] To access this content please upgrade to another membership

Choose a membership

Read More

Is the Earnings Boom on the Verge of Collapsing? A Constructive View

Summary Analysts have begun cutting earnings estimates, worried that the Fed’s rate hikes will kill the post-Covid earnings boom. We’re […] To access this content please upgrade to another membership

Choose a membership

Read More

Why the USD is Key to Understanding the Market Today | Technical Suggest Momentum is Slowing

Here is today’s premium video covering the USD: Why the USD is key to the markets. What the broad technical […] To access this content please upgrade to another membership

Choose a membership

Read More

What the Dollar Does from Here Will Seal Bitcoin’s Fate

Summary: Bitcoin has been lagging equities since the market bottomed in mid-June. The best returns to Bitcoin are seen when the rise in the S&P 500 happens gradually, when the VIX is very low and when the dollar weakens the most. Two powerful forces have driven the recent appreciation of the dollar: its role as […]

Read More