If the economy and markets are feeling a bit strange to you these days you are not alone. Lies and false statements put out by the White House and Treasury predominate. So, for the moment you have to trade the…Continue Reading →
Based on our Macro model the short gold / long bond trade is clicking in place. We have watched this trade develop for some time, since Sept 5th, while building a small tracking position. This will be the catalyst for…Continue Reading →
Model Hedges are not working, so unless this pattern changes today will be looking to undo them by close today. If the economy and markets are feeling a bit strange to you these days you are not alone. Lies and…Continue Reading →