Lightning Report: Big Bets On a Weak USD | What To Make of The Recent SP500 Weakness?

The USD is moving lower. If this persists, which, based on our research, seems likely over the next 6-12 months, […] To access this content please upgrade to another membership

Choose a membership

Read More

Lightning Report: Big Bets On a Weak USD | What To Make of The Recent SP500 Weakness?

The USD is moving lower. If this persists, which, based on our research, seems likely over the next 6-12 months, this should prove to be a tailwind to SP500 earnings. Seeing stocks down when the USD is weak is extremely rare. USD by gameoftrades_yt on TradingView.com As mentioned in the last update, a lower USD […]

Read More

Lightning Report: Topping Pattern on Yields, Turning Point For Technology and Short-Dollar Trades

SP500 reached a tough zone of resistance with the macro down trendline and the 200 day moving average coinciding. This […] To access this content please upgrade to another membership

Choose a membership

Read More

What It Would Take For Us to Flip To Bearish On US Stocks

To access this content please upgrade to another membership

Choose a membership

Read More

Stars are Aligned For Lower Yields But Not Because of Growth Concerns | Key Technical and Inter-Market Developments Update

Summary: The treasury bond market is so far confirming the stock market rally, we’ve not seen divergence develop between the […] To access this content please upgrade to another membership

Choose a membership

Read More

Disinflation is Materializing and the SP500 is Rallying | How Are the Disinflation Bets Going?

Here is today’s premium video going over the key equity sectors included in our model portfolio as well as a […] To access this content please upgrade to another membership

Choose a membership

Read More

Disinflation is Materializing and the SP500 is Rallying | How Are the Disinflation Bets Going?

Here is today’s premium video going over the key equity sectors included in our model portfolio as well as a technical update of the SP500.   Initial Model Portfolio Research Article: Launching the Game of Trades Model Portfolio: A Collection of Our Best Bets   Research Making the Case for Disinflation and Highlighting Highlighting Opportunities […]

Read More

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

Choose a membership

Read More

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

Choose a membership

Read More

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

Choose a membership

Read More