Mike Zaccardi, CFA, CMTMar 23, 20222 minIs Bearish Sentiment Really a Bullish Sign?Q1 is nearly in the books, and traditional assets have gotten battered about with rising rates and a veritable wall of worries Sentiment...
Callum ThomasMar 22, 20222 minChart of the Week - Energy RotationInvestor Allocations — Clean Energy vs Fossil Fuels: This intriguing chart shows the ETF market share, aka “implied portfolio...
Mike Zaccardi, CFA, CMTMar 21, 20223 minChina Cheap Again?Markets rallied after intense selling pressures and deep pessimism earlier this month. Last week’s gains were seen most sharply in...
Callum ThomasMar 18, 20222 minWeekly Macro Themes - 18 March 2022Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...