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…
Selloff Overdone, Looking For A Sellable Rally
On Friday morning, we posted the following commentary for our RIA PRO subscribers: “In a surprising move Thursday night, Donald Trump…
On Friday morning, we posted the following commentary for our RIA…
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…
TRADERS – attention!
If you like excitement and possible quick profits, look no further than the FX pair of GBP/JPY. GBP/JPY is a…
If you like excitement and possible quick profits, look no…
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…
Macro and Credit – Banqi
“Life is not always like chess. Just because you have the king surrounded, don’t think he is not capable of…
“Life is not always like chess. Just because you have…
Tesla – Warning, warning, warning?
Tesla is trading at 2-year lows, more than -50% from all-time highs we saw not long ago. The Tesla narrative…
Tesla is trading at 2-year lows, more than -50% from…
DAX- The idea of a Head and Shoulders?
In the week ahead we have plenty of news which will influence the markets, both economically and politically. Don´t be…
In the week ahead we have plenty of news which…
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…