Author: Carsten Valgreen

The Short-Term US Tactical Indicator, June 2018: 34% Long US Equities / 12% Short US 10-year Duration

Tactical Allocation and Factor Investing: Growth vs Value (May 2018)

US Corporate Credit Markets: How Bad Could it Get? (May 2018 Corrected Version)

Financial Market Briefing: Stagflation Light (May 2018)

The Short-Term US Tactical Indicator, May 2018: 31% Long US Equities / 10% Short US 10-year Duration

US Equities: When to Buy This Dip? (April 2018)

US Government Bond Markets: Premature Flattening (April 2018)

US Business Equipment Cycle: Drivers, Risks, Uncertainties (April 2018)

Japanese Sovereign Bonds: BoJs Bond Yield Targeting Create Opportunities? (April 2018)

Emerging Market Equites: Nice Rally, But is it a Bull Market? (April 2018)