Post G20 Fade Playbook with Best Short and Longs
Long positioning ahead of the G20 worked well. Trading into and Out of the G20.Sunday's note for premium subscribers outlined assets to get long on...
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U.S. Equity Strategy: How Much Worse Can It Get?
A breakout late last week in the high yield spread over 10-year Treasuries can now be added to the already long list of concerns we have for the...
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BBSP - Tactical Cross Asset Weekly Paper
This Week in a nutshell...INDICES- In the current correction, 20500 Nikkei, 2600 S&P are the levels/supports to watch for an intermediate...
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U.S. Equity Update - Cautious Outlook, Downgrading Manufacturing
We remain extremely cautious and expect consolidation, volatility, and lower prices to continue as the market searches for a bottom. In today's...
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Semiconductor Cycle Concerns in 2019 to Weigh on Global Tech
SOX relative cycle spearheaded our NDX peak call at 7,700 and the SPX peak call at 2,960/47 stemming from bearish breadth signals. US Tech/NDX...
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