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

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

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

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

Choose a membership

Read More

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

Choose a membership

Read More

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 […] To access this content please upgrade to another membership

Choose a membership

Read More

Bitcoin’s Volatility Spread with Stocks turns Negative | What Does It Mean?

Summary: Since Bitcoin’s crash in June, its correlation with stocks has lessened. Moreover, Bitcoin proved to be resilient to a […] To access this content please upgrade to another membership

Choose a membership

Read More

Global Bond Yields are Warning a Fed Pivot.| Is Inter-Market Analysis Confirming the Move?

Summary: The nascent rally on the SP500 began before a reversal in the 10-year yield. For the rally to be […] To access this content please upgrade to another membership

Choose a membership

Read More