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Macro
Macro Insights

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bullishMacroeconomics
23 Dec 2024 14:25

Here is what we told hedge funds this week – and how we’re trading it!

Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...

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bearishMacroeconomics
23 Dec 2024 14:17

Steno Signals #177 – Another ill-timed flip-flop from Jay Powell?

Happy Sunday from me! This will be the last update before the festive season, and I hope you will have a relaxed and enjoyable time with your...

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23 Dec 2024 11:32

The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value

The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...

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23 Dec 2024 08:30

The Darker Side of the Hindenburg Omen

As the market undergoes its inevitable bounce due to oversold conditions, investors should monitor technical conditions for negative divergences,...

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Cam Hui
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23 Dec 2024 08:00

Equity Return Expectations Under An Alien Invasion

Our study of an alien invasion opens the door to discussing return studies. Standard assumptions about returns to bonds and equity risk premiums...

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Cam Hui
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