On The Art Of Macro Portfolio Construction
Global macro and markets are a gigantic puzzle that will always fascinate investors and lure most to believe that in the end we can put all the...
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Earnings: are positive surprises over?
The rebound in the second half of March it has already been forgotten by the market. The principal equity indices are going down again, and the...
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How To Trade This Market Eruption
Markets have moved sharply year-to-date, and in one clear direction: short Cathie Wood and Bitcoin, long cyclicals (banks & oil)
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