Don´t Be Late to the Gold Bull
Gold has been catching bids lately. The dynamics in the yield space, as well as some equities risk off sentiment…
Gold has been catching bids lately. The dynamics in the…
Time to Cut Fear?
Monday opened lower as fear had once again spread. Interesting to note is that pretty much every asset started reversing…
Monday opened lower as fear had once again spread. Interesting…
Oil – Thank You!
Oil has been one of the worst assets over past weeks. On May 22nd we outlined our logic for the short…
Oil has been one of the worst assets over past…
Erdogan for President? – We are Happy with the TUR US.
It was only a few days ago we suggested the Turkey sentiment was way too bearish. Out inboxes were filled…
It was only a few days ago we suggested the…
Emerging Markets – Bounce Coming Up?
Emerging markets have been trading under great pressure lately. It started showing early in the EM FX space, then spread…
Emerging markets have been trading under great pressure lately. It…
Turkey – when there is Blood on the Streets…
Turkey has been under enormous financial press lately. The political risk has spread to financial risk with Turkish assets imploding,…
Turkey has been under enormous financial press lately. The political…
China – Time for Bargains?
The Trade War is becoming almost like yesterday’s news. We are increasingly getting the Brexit news feeling, constant headlines, but…
The Trade War is becoming almost like yesterday’s news. We…
Oil Bear we Said, Oil Bear we Got
Below is a quick chart update of the bearish oil thesis we outlined yesterday. Oil sold off massively today, -6%,…
Below is a quick chart update of the bearish oil…
Oil – Not Happy
Oil is having a bad day today. Price action is weak and oil is falling below the trend channel that…
Oil is having a bad day today. Price action is…
Gold – Make or Break?
Gold has been trading weak over past sessions, despite all the global “crisis” news headlines. The shiny metal topped out…
Gold has been trading weak over past sessions, despite all…
Remember Italy?
As trade war and other geopolitical tensions have been keeping investors busy, the Italian “crisis” seem to have been forgotten,…
As trade war and other geopolitical tensions have been keeping…
Where is the VIX floor?
We have seen dynamic markets over past weeks. Volatility went from dormant to exploding and has over past days once…
We have seen dynamic markets over past weeks. Volatility went…
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