bearish
Nowhere to Run to Baby, Nowhere to Hide! Part 1
Rikki has highlighted this Insight as a Top Pick
544 Views27 Jul 2024 08:01
In summary, reduce weightings in Japan and large-cap tech on any bounce, and watch junk bond spreads for any signal that a larger correction will unfold. Buckle up for the summer!
What is covered in the Full Insight:
- Introduction
- Current Market Conditions
- JPY and Nasdaq Relationship
- Historical Comparisons
- Conclusion
Boomeranged on Mon, 5 Aug 2024 09:42
Given the short-term oversold conditions in the Nikkei and Topix, we would take some profits on any shorts in anticipation of a bounce and get better prices to reenter the trade. Likely a similar dynamic in the JPY and could coincide with some short-term weakness in the currency
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Rikki Malik
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