Crash Sequence?
Our case(s) for global equity weakness have been laid out in depth dating back to the third week of July beginning with EMs and then moving on to domestic/US. The following posts highlighted our attempt to build a foundation of work for that…...
Characteristics of PMs Today Increasingly Resemble that of SSEC in 2013, DJI in 1942
All the way back in July 2013 we began building a case for being long the SSEC even as Barron’s was then calling for the re-emergence of a crisis in the region. Arguably the most important pillar of our long thesis…...