In today’s briefing:
- The Weekly Market Monitor (23) – Fighting Sentiment?
- Out of the Box #7 – A Fistful of Euros – The European Crossroads and How to Trade It
The Weekly Market Monitor (23) – Fighting Sentiment?
- Since 1970, there hasn’t been a single time continuing claims were up as they are today, without a recession attached to it.
- After being bearish for nearly the entirety of the past 18 months, US retail investors have capitulated. A strong contrarian signal.
- And we look at drawdowns and the distance to the 200-day moving average to find cracks in market sentiment.
Out of the Box #7 – A Fistful of Euros – The European Crossroads and How to Trade It
- Europe is NOT the safe haven Markets treat it like
- The inherent contradictions making up the Eurozone come to show in bad times
- We are betting distress will start to show in the coming months
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
