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Buy, Wait for Pullback or Short?
Practically all indices are back to early December levels. If you fell asleep in late November and woke up now,…
February 4, 2019
FXI as Global Macro Hedge
The number one Chinese ETF, FXI US, has been performing well since January lows. We have been outlining our bullish…
February 4, 2019
Hedge Fear with VIX not Gold
Gold has been one of the best performing assets since the October sell off in equities. The trend channel since…
February 4, 2019
Fed Kills the Bear…..For Now
It’s 4:40am on Friday morning and I am sitting in the airport waiting for my flight to Vancouver, B.C.  One…
February 4, 2019
Visualizing the Future of the Pharma Market
Around the world, people are living longer. By 2050, there will be two billion people that are 60 years or…
February 3, 2019
Powell the Pusillanimous
• Fed sent a clear and dovish message • US curve steepeners keep performing• Norwegian growth explosion amidst Swedish gloom Read…
February 2, 2019
What is VIX Pricing (here)?
What is volatility currently “pricing”? Many speak about the fear index, the mighty VIX, but few understand what volatility truly…
February 1, 2019
Messy Job Report
A lot of people are busy discussing the implications of the “messy” jobs report, but the spread between the April…
February 1, 2019
Waiting for the Contrarian Call as Credit Implodes
In mid-December we received a call from one of the sales equity guys at a major investment bank we speak…
February 1, 2019
Do You Buy It Here or Do You Sell It Here?
Presented without comments. Source; chart by Bloomberg
January 31, 2019