Here is today’s premium video covering: An overview of our current macro strategy, our most recent addition and what we are looking out for A technical overview of the SP500 and its weakening momentum Our thoughts on the recent weakness in technology stocks A timeline of our trade on treasury bonds
Summary Last week, we wrote about how a consolidation in precious metals was due given short-term overbought price action and […] To access this content please upgrade to another membership
Gold Miners are Levered Bets on the Yellow Metal Gold (GLD) has risen 22% since it’s the bottom in early-November. […] To access this content please upgrade to another membership
Summary The low level of 17 on the VIX today doesn’t signal much potential of massive upside for the S&P […] To access this content please upgrade to another membership
Industrials Aren’t Discounting a Recession This past weekend we posted a Macro Note on Industrials, highlighting that the sector has […] To access this content please upgrade to another membership
Industrials Face Grim Odds in a Recession In the last couple of weeks, we’ve begun work to identify equity market […] To access this content please upgrade to another membership
Launching the S&P 500 Memo We’re launching the S&P 500 Memo to provide guidance around short-term price action for this […] To access this content please upgrade to another membership
Summary In last week’s Tactical Update, we highlighted that precious metals are likely to take a breather in the short-term […] To access this content please upgrade to another membership
Here is today’s premium video covering: SP500’s current technical set up Our thoughts ahead of this week’s inflation print. Technology […] To access this content please upgrade to another membership
Tech’s Revenue and Profit Margins are Faltering Tech’s forward-P/E ratio took a hit last year amidst rate hikes. Rising rates […] To access this content please upgrade to another membership
