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.