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Overall macro correlations continue to rise pic.twitter.com/78aNvEv0sl — Not Jim Cramer (@Not_Jim_Cramer) May 23, 2020 Many in U.S. won't return to gym or dining out, new poll shows t.co/cl4A8sQ8S2 — … Read more
IF YOU THINK WE ARE GOING TO SPX ATH THIS YEAR ON THE MACRO DATA & POLITICAL RISKS WE ARE FACING THAN THAT IS FINE – IT’S YOUR SIDE / … Read more
The clip above features a few highlights from “The Macro Show” with Hedgeye CEO Keith McCullough. Every weekday morning at 9:00am ET our non-consensus macro team distills the latest global … Read more
Check out the story of how Crescat survived the market melt-up of late 2019 early 2020 to capitalize YTD. Our latest investor letter:t.co/5MsiUngCH3 Our macro model says there is much … Read more
So much more to play out for the Macro Trade of the Century. It's all about playing the overdue downturn in this once in a lifetime economic cycle. Many ways … Read more
some stocks markets were overvalued, technically overbought after a parabolic move on complacent FOMO. Coronavirus is temporary, but a monster wake up call on global supply-demand chain disruption shock. Hence … Read more
A key macro inconsistency. $CNY diverging again from a 20-year link with China’s required reserve ratio. Excessively loose policies always lead to value destruction of fiat currencies. pic.twitter.com/EbdBIiy3n4 — Otavio … Read more
Fed Ex has greater macro implications than most companies. pic.twitter.com/yQolNQDk94 — Not Jim Cramer (@Not_Jim_Cramer) December 18, 2019
Macro, fundamentals, technicals… All incredibly bullish for precious metals. Here is a miner with 14-day RSI near all-time lows amid consolidating gold & silver prices.$PVG only trades at 7x EV … Read more
Nothing to see here. GDP follows job openings almost precisely. At some point these macro imbalances will matter. pic.twitter.com/Q9bB2phtkS — Otavio (Tavi) Costa (@TaviCosta) October 11, 2019 Markets tend to … Read more
by WSBConsensus Bear: July marked the second consecutive month of contraction in Global PMI’s US 10yr real yields touches negative territory Gold made fresh highs US ISM nonmanufacturing index surprised to … Read more
via MarketWatch: Financial markets are at a crucial inflection point and Wall Street investors should look no further than the U.S. dollar for the clearest sign of the increasing stress … Read more
via Otavio (Tavi) Costa: Gold in yuan terms breaking out while stocks are selling off. Credit bubbles always burst.
via @crescatkevin: 1. The Fed is shifting back to easing mode as the global economy is faltering 2. Rate cuts assure a new trend of declining real yields to drive … Read more
The US is the only stock market in the world to make new highs recently. Every other G-20 index already peaked a long time ago. Macro imbalances abound as fundamentals … Read more
