In an age of hyper-optimized algorithms and AI-driven predictive modeling, it is tempting to view the "boots on the ground" retail visit as a sentimental relic. But for the serious investor, data is merely the trail; Manhattan is the beast itself. As...
In Monday’s letter, we made the case that the market has successfully resolved higher from the post-ETF consolidation. This came after a number of data sets suggested we had seen a reset in the consensus bullish sentiment and positioning in...
