EQD | GDX – Buy 1Month Straddle
We provide rationale why we expect a > 7.59% move for GDX and higher volatility over the coming month and recommend purchase of a long straddle...
210 Views
Overview#24 – Exiting No Man’s Land
A review of recent events/data impacting our investment themes and outlook. What are bond and currency markets telling us about the equity markets?
267 Views
Vaneck Gold Miners Etf (GDX) - Thursday, Mar 28, 2024
Author recommends buying a basket of gold miners via GDX. Bullish on price of gold and miners, predicting period of out-performance
313 Views
April Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
1.1k Views
Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation
The Federal Reserve plans to cut rates three times in 2024 and a total of 175bps by end 2025, keeping policy accommodative. BOJ remains loose....
425 Views