Financial Markets

Closing our US Credit Short Recommendation (December 2018)

US Miners: We Close our Short Recommendation

US Equities: Buy the Dip

US Treasury Yields: The End of the Trend

The Short-Term US Tactical Indicator, November 2018

Time to Buy US Banks

Euro Corporate Credit: More Pain to Come

Corporate Debt: Which Sectors are Swimming Naked?

S&P500 EPS: Strong Now, Slowing in 2019, Falling in 2020

The Short-Term US Tactical Indicator, October 2018: 40% Long US Equity/6% Long US 10 yr Duration Credit 26% Short/Commodity 9% Short (October 2018)