Chinese “average Joe” behind the Bitcoin Surge?
Nobody has missed the recent surge in Cryptos. If the move in Bitcoin was an April fools joke or not…
Nobody has missed the recent surge in Cryptos. If the…
Achtung German Shorts
German DAX continues and adds to the recent surge. The mighty DXA closed “properly” above the 200-day average for the…
German DAX continues and adds to the recent surge. The…
Germany Loves Chinese PMI
Earlier today we showed that the Chinese PMI has been very correlated with German yields, see the below chart. Let’s…
Earlier today we showed that the Chinese PMI has been…
China – Pole Position
China PMI surprised everybody today. The sharp pick up in Chinese PMI sent equities higher. The economy or not, speculation…
China PMI surprised everybody today. The sharp pick up in…
Gold Crashes
Gold is falling hard today and surprising many. Our logic over past weeks is that gold is basically the “wrong”…
Gold is falling hard today and surprising many. Our logic…
China – Mind the Gap
As we have been outlining for months, the single most important driver of the Chinese equity markets is nothing else…
As we have been outlining for months, the single most…
Emerging Markets Crash
A few days ago, we outlined our logic for the possible “fluid” situation that was possibly about to hit the…
A few days ago, we outlined our logic for the…
When?
Below chart continues to show one of the most important global divergences. The SPX versus the US 10-year yield. When…
Below chart continues to show one of the most important…
Emerging Markets Volatility Next on the Radar?
The global investor has enjoyed the bounce as well as the implosion of volatility. The problem with imploding volatilities is…
The global investor has enjoyed the bounce as well as…
After the Sell Off…
In our post from March 15th we wrote a short note, after having had a “classical” conversation with a fund…
In our post from March 15th we wrote a short…
We Warned You!
What a few days difference can make. On Tuesday we wrote: It does not matter what global asset you pick,…
What a few days difference can make. On Tuesday we…
(Mighty) DAX as the Canary in the Coalmine?
A few days ago, in our post “Achtung Baby”, we warned about Germany as the weak link of Europe as…
A few days ago, in our post “Achtung Baby”, we…
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