Druckenmiller | De-dollarization | PMI | Options market
Summary of NY Fed conference on de-dollarization. Options market technicals for month-end
BoE independence | Elon-Zuck cage fight
As UK inflation remains stubbornly high above the BoE’s 2% target questions arise over the central bank’s independence. We see Zuck as favorite to beat Elon in a cage fight
China stimulus | Calling on partners
Want to work with us? Risk of China economic stimulus announcement looms over shorts, but technicals look favorable
FOMC | Post-mortem classification: Alphas to Omegas
Brief pullback in US equities. A basic classification scheme for traders: from Alphas to Omegas
SCMP- China stimulus | GS on family offices
A couple of unconventional ideas for China economic stimulus. GSAM report on the fast-growing group of family office clients
Markets | Why are traders well paid?
It’s about how hard you can get hit and keep moving forward
CPI | US Equities | Market technicals
Momentum indicators suggest S&P 500 is close to overbought territory.
Still bullish US equities | Higher bond yields?
Investors’ positioning suggests higher USD interest rates on the long-end of the curve is the direction of most pain.
NQ CAD BOJ | Sector rotation | Sex pests in finance
Brent Donnelly shows how a real pro taps out of a bad trade.
Crowd sourcing | Can US stocks rise further?
We open it up to our audience to build our investment thesis from hereon.