My Recent AI Buildout Opportunity Trades
Targets Hit: Cashing Out of the U.S. for China’s AI Boom
BoJ Steps Up Its Verbal Yen-Intervention
The Bank implicitly communicates that defending the yen is now part of its rate hike framework
Identifying The Opportunities of The AI Buildout Updated
Now Buy US and Chinese Grid Equities
Fade CB Rate Hikes
2026 Will Not Be A Repeat of The 2021-23 Inflationary Cycle, Fade CB Rate Hikes
TRADE SIGNAL | U.S. Rates | El-Niño/La-Niña Recessions
Summer’s approaching—the annual recessionistas are awakening
Update After April CPI And Trade Performance
Analyzing the latest economic indicators to navigate shifting market trends
Spectra Markets | Japan Fiscal | Yen Intervention
Blanchard multi-year fiscal framework proposal for Japan
Inflation fears could take precedence as BOJ eyes stagflation
3 BoJ members pushed for rate hike citing inflation risks
Reopening Long Independent Power Producers And Coal Miners
Identifying The Opportunities In The AI Buildout – Updated
SOM: Trade Updates And Performance 2016-26
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