Louis just published a note with our updated Global ETF Power Rankings.
This is always one of my favorite universes to explore, but it’s especially true right now, with participation spreading across international equity...
China $FXI continues climbing the international rankings.Across the continent, you can see not only China’s strength—signaled by the dark green—but also the weakness from India $INDY.
Earnings are the heartbeat of the market - and every week brings a fresh set of opportunities and risks. With each report, we get new information about corporate health, investor sentiment, and the sectors driving leadership (or lagging).
As always, for more details on my thoughts on the portfolio, PPV sports, inflation expectations (watch out for the back half) members can check out the Weekly Portfolio+...
Every week, we break down the Commitment of Traders (COT) Report to see how commercial hedgers - the so-called “smart money” in the futures markets - are positioning across asset classes.
▶Greetings from Cape Spear, the easternmost point in continental North America... Actually,that was a few days ago. As I write this we’re docked in Saguenay, known as the Valley of...
