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Tactical Updates
November 21, 2022 0 comments
Stars are Aligned For Lower Yields But Not Because of Growth Concerns | Key Tech...November 15, 2022 0 comments
Disinflation is Materializing and the SP500 is Rallying | How Are the Disinflati...November 11, 2022 0 comments
Cold CPI Triggers Paradigm Shifts in Macro. | Overview of the Investment ThesisNovember 8, 2022 0 comments
The SP500 is Rallying Ahead of the CPI Again, Is This Time Different?November 4, 2022 0 comments
The Worst SP500 Reaction to an FOMC Meeting in 2022 | Inter-Market Analysis Does...November 2, 2022 0 comments
Risks and Opportunities on FOMC Day | XLK, XLY and Oil Tactical UpdatesOctober 25, 2022 0 comments
Extreme Internal Developments We’ve Only Seen a Handful of Times in the La...October 21, 2022 0 comments
Another Divergence Between Stocks and Bonds: What Does It Mean? | Bearish Sentim...October 15, 2022 0 comments
Another Disappointing CPI Reading. | Is Re-accelerating Inflation About to Tank ...October 10, 2022 0 comments
Good Economic Data is Taking the Market Down | The Odds of a Waterfall Selloff L...October 7, 2022 0 comments
Strongest 2 Day SP500 Rally Since 2020, Here is What it Tells Us About What is C...September 30, 2022 0 comments
Major Divergences Are Building on Stocks, Are We About to See a Reversal at the ...