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Posted on July 10, 2018 Full size 864 × 534

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Published inDon’t wait for the US Dollar Rally, its Already Happened

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  • “They Are Not Our Teachers.”
  • Existential Crisis in Europe: Through the Lens of Healthcare
  • Vertex Pharmaceuticals $VRTX
  • Thoughts and Investment Ideas for 2020
  • The January Effect
  • Tribalism and Consistency in a Volatile Market
  • Three Macro Charts
  • Clustered Volatility and the “Momentum Massacre”
  • Shifts in US Capital Flows and Positioning for a Steepening Yield Curve
  • Cheap vs. Expensive | The Threat to Incumbents
  • Durability of the US Bull Market
  • Two Ideas: Advanced Emissions Solutions & A Bitcoin Proxy
  • European Growth Surprise
  • Where do we go from here? Credit vs. Duration
  • Environmental Concerns: Ideas on the Long Side
  • Investment Themes and Considerations for 2019
  • Charts and Updates
  • The Hawks Have Not Left the Building
  • US vs. Europe: A Closer Look at US Outperformance
  • Late Cycle Signals and Yield Curve Dynamics

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  • The P/E Ratio: We don’t care / Investment Idea
  • “If you think you understand, you’re not paying attention”
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  • Tech Earnings Bonanza / The “Pre-Election Spending Spree” / Inflation Charts
  • Subtle Shifts in the Market
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  • Commodities Follow Up
  • Virtue Signalling | Commodities Charts
  • When to Sell?
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  • Making Markets Move
  • Inflation Revisited and China Macro Charts
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  • Neurocrine Biosciences $NBIX
  • Inflation Expectations, Global Liquidity & Gold
  • Tactical Thoughts: Caution is Warranted
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