Podcast: Climax reversal?
Today we look at yesterday's wild session in equities, where we saw another parabolic acceleration higher in the most speculative names, followed this time by a spectacular reversal into the close. Is this a sign of at least a near term top in the bubble stocks? Also a look at oil, gold, FX and much more.
Macro Dragon: Phase One Deal Break Probability Rises...
Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime.
Podcast: Pivotal levels across markets as Q2 earnings season on tap
Today a look at so many assets perched near interesting levels, including the S&P500 Index, several USD pairs, oil and more, and whether the start of the earning season this week sees the market able to continue bulling higher on the perceived support of liquidity, or taking a more cautious stance.