Buy The Dip On The Dollar
Following its September and October rebound, the Dollar has retraced strongly during November. We believe this situation may present an...
The Current Risk Assets
When we came 10 days ago risk assets were still in linear uptrends. We then argued that given the exaggerations we saw then, the markets...
Linear Markets. Equity Rally
The September/October Equity rally has ploughed through previous highs. It also seems that cyclicality is re-accelerating with nice...