What You Don't See At Market Bottoms: Return of Giddiness
The last time we published a report in a series of “things you don’t see at market bottoms” based on U.S.-based investor enthusiasm was in January....
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Trade Idea: Northern Exposure - Strategic Long CAD-MXN
We recommend going strategic long Canadian Dollar vs the Mexican Peso on greater BOC confidence over rate hikes and continued "AMLO-mentum": Bank...
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Will A Weak Consumer Stall The Economy?
The headlines look dire. CNN proclaimed that “40% of Americans can’t cover a $400 emergency expense”, according to the Fed’s annual Report on the...
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How I Learned to Stop Worrying and Love Rising Rates
In the wake of last week’s publication (Why We Are Not Ready To Call A Market Top), we had a number of discussions with investors that amounted to,...
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