CTAs’ net long position in USD/JPY cut by half from its recent peak Macro hedge funds may act on the expectation of a year-end rally. The pick-up in US equity markets continued last week. CTAs further extended their aggregate net long position, albeit at an unhurried pace. It was the week of the Thanksgiving holiday, and so the market’s gains…
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form...
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was...
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
As a youth minister, I often find that much of what I’ve learned and preached can help us as...
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