From the desk of Steve Strazza @Sstrazza and Grant Hawkridge @GrantHawkridge
In recent months, we've seen a rare bid in defensive assets as investors position for more mixed markets and messy action in the weeks and months ahead.
We recently had on a counter-trend trade in gold that worked out (we took off the trade at our profit target this week), and we're starting to see a similar rationale and setup in bonds.
I'm going to let Steve Strazza do most of the talking...
Key takeaway: Amid the economic optimism that is seen in surveys and magazine covers, the stock market is experiencing an unwinding in speculative excesses that has just begun...
Key Takeaway: Investors finding themselves with too much Technology exposure. Speculative unwind occurring as neglected areas of the market make new highs. Inflation concerns are...
A few of my readers have pinged me privately drawing my attention to an Oil & Gas sector name that could possible make for a good "catch up" trade in the space. I generally would rather play in the leaders, rather...
Welcomeback to our latest "Under The Hood” column for the week ended May 14, 2021. This column is published bi-weekly and rotated on-and-off with our ...
Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.
