For the aspirational trader and financial markets professional. Coming at you two to three times a w
It's a new week and we have the latest example of what an FT columnist has called the TACO trade eng
Today, we ask whether too many have gotten too bearish on US treasuries, the one asset nearly everyo
Today's slide deck: https://bit.ly/44JSSzS - Today we look at the big spike in US treasuries yeste
Today, a look at the USD breaking down and bitcoin trying to break up to new all time highs as the U
Today, we check in on the technical status of the US equity market, noting meanwhile that leading ve
Today, a breakdown of why US markets are stumbling so badly at the start of the week after some rene
Today, a blitz of news, from geopolitics on latest trade deal developments and more, to specific com
Today's slide deck - Today we look at the equity market comeback now having almost come full circl
Today, a look at where the markets are headed after yesterday's big capitulation in what was meant t
Equity markets are shooting for the moon and the US dollar is rallying after the US-China trade talk
No slide deck today as we are trying out a new quick turnaround format for some days. Let us know ho
Today's slide deck: https://bit.ly/3Sn9Ook - Today we discuss the US bearish case remaining intact
Today's slide deck: https://bit.ly/3GvSye7 - Today we cover the latest challenge to the bearish ca
Today's slide deck: https://bit.ly/42V3jy8 - Today we look at the remarkable degree to which the
Today's slide deck: https://bit.ly/4jHvS8G - Today we look at the impact of Trump's big softening
Today's slide deck: https://bit.ly/3Yz632x - Today we look at more market volatility on the latest
Today's slide deck: https://bit.ly/4jdtaZ6 - After Trump's 90-day delay on reciprocal tariffs, we
Today's slide deck. - Today we look at a historic, very bad day for US markets in the wake of Tru
Trump's Liberation Day tariffs proved far larger than expected and have markets in a defensive postu
Today's slide deck: https://bit.ly/4lbxQ2T - Today we look at the state of the market a day ahead
