Big Reversal on Bitcoin Following FTX Mess | What’s Next?

Although Bitcoin was relatively stable and outperformed stocks in Q3, the entire cryptocurrency market hit new yearly lows this week […] To access this content please upgrade to another membership

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Cold CPI Triggers Paradigm Shifts in Macro. | Overview of the Investment Thesis

Here is this week’s stock market tactical update making a full overview of the current technical structures and macro outlook […] To access this content please upgrade to another membership

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Industrial Stocks See Record Outperformance: Are They Becoming the New Leadership?

Here’s the video version of the article: Summary Industrial stocks have outperformed the S&P 500 by 10 percentage points since […] To access this content please upgrade to another membership

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The SP500 is Rallying Ahead of the CPI Again, Is This Time Different?

Here is today’s premium video focusing on the more recent SP500 and inter-market developments. Tune in this week for: An […] To access this content please upgrade to another membership

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The Worst SP500 Reaction to an FOMC Meeting in 2022 | Inter-Market Analysis Doesn’t Agree

Summary: This was one of the worst initial market reactions to an FOMC meeting since November 2021 perhaps explained by […] To access this content please upgrade to another membership

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Risks and Opportunities on FOMC Day | XLK, XLY and Oil Tactical Updates

Today is FOMC day, the Federal Reserve will reveal its most recent interpretation of what monetary policy should be and […] To access this content please upgrade to another membership

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Adding German Small-Caps To Model Portfolio: The Ultimate Contrarian Bet

Here’s the video version of the article: Summary German small-caps represent the ultimate contrarian bet in global equity markets. They embody the doom and gloom resulting from the energy crisis given their exposure to Russian gas. The concerns are evident in their valuations. German small-caps are trading at a 26% discount relative to large- and […]

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