Asset Class Performance After the Final Hike – Part II Equities, Treasuries, Commodities, and Gold
Equities and Treasuries shine once the Fed's final rate hike is in, but the latter do so with much lower risk. Commodities lag once the tightening...
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EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades- China Cooling?
A weekly look at spot, vol and skew changes across 8 global Indices. We analyse the changes and try to identify the best trades based on the vol...
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Fed Lending Survey: Bad for Growth, Spreads, and Equities
Based on tighter lending standards, the US high yield default rate should quadruple to above 7% from 1.7% last year, and bond spreads must widen...
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Asset Class Performance After the Final Hike – Part I Equities
Historically, US equities have performed reasonably well to strongly after the Fed's final hike and until the first rate cut.
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Weekly Stock Bullfinder - Week of 5/8
The exercise of catching bottoms and averaging down versus cutting losers and admitting you were wrong can and often is a painful lessons every...
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