Month: July 2014

Preparations Being Made for Acceleration in Global Rotation; Tomorrow The Key Day

Posted on July 31, 2014

Trending now

Asian Equity Strength Branching Out…15 Minutes of Fame for US Fixed Income

Posted on July 30, 2014

More Confirmation of Long AAxJ Theme…Professionals Mindful of Sentiment Shift & Technicals

Posted on July 29, 2014

Asia ex-Japan and US Dollar Main Talking Points with Earnings Season Largely Over

Posted on July 28, 2014

Overnight Commentary Strongly Centered on US Dollar, China, and NASDAQ

Posted on July 25, 2014

Round Numbers Main Talking Point…Investors Focused on Macro and Micro Themes

Posted on July 24, 2014

Emerging Markets & Basic Resources Same Trade…Rotation into Both to Continue

Posted on July 23, 2014

Variety of Conversations Grows…Concern that Leads to Range Expansion Still Low

Posted on July 18, 2014

A High Sharpe Ratio Trade Under Pressure…Federal Reserve Debate Being Felt in Other Assets

Posted on July 17, 2014

US Banks Overwhelming Talking Point…That May Shift to the US Dollar Next Week

Posted on July 16, 2014

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