Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
272 Views
March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
218 Views
Risk On/Off Inflection Pivots
Chartonics webcast Thursday 25 February 2016Risk on/off triggersTo view click on this link: http://www.screencast.com/t/tcb804OIQI 4:17 min.We see...
314 Views
Draw Down Prior to Bullish March
Chartonics webcast Tuesday February 16 2016Draw down prior to bullish MarchTo view click on this link:http://www.screencast.com/t/9zHCmBOXxT56:26...
274 Views