Tech Respite
Originally written 2022-05-07 I view a rebound in speculative tech as likely, and possibly huge in some names, but something to sell, esp. if one has been improperly positioned, and that we are ~halfway through a 2000-2002 period again in…...
Greatest Hits
Here’s some of the site’s better work over the years, with a focus on the categories of ‘Cycles’, ‘Sectors’ and ‘Companies’. The ‘Cycles’ category is big-picture, high-level analysis that aims to identify major inflection points in various global equity markets;…
Global Macro Round-Up
Let’s do a run-down of global macro in this post and keep our focus purely on the one thing that matters most in the end – charts. Before we dive in let’s start with the conclusion first: No matter what…...