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Something for your Espresso – Europe is slowly but surely turning into the best bet on earth
2025-02-13European equities are flagged all over our model package as the best trade on earth currently as the US and European macro cycle starts to diverge—meanwhile, China is back in ...Something for your Espresso – Trump is moving everything further away from fundamentals
2025-02-12Relative value is the keyword in this tariff madness, as everything is moving further away from fundamentals as we speak. Loads of value in both commodities and rates bets here! To ...The Drill – What will world peace mean for markets?
2025-02-11We present our asymmetrical bets in commodities if we are approaching a more peaceful environment going forward. To read the full article, sign up for a 14-day FREE trial of the ...Crypto Watch: The alt-coin season has been Portnoyed!
2025-02-11Alt-season may be suffering from a meme frenzy, but we remain confident that the business cycle will ultimately take over—even as figures like Dave Portnoy meme the hell out of ...Something for your Espresso – Tariff talks have given birth to Gung Ho dynamics
2025-02-11Right as we thought tariff talks were bad for growth and slightly inflationary in the short-term risk assets and global equities are celebrating like we were in a Gung Ho ...Week at a Glance – Have we seen the top in bond yields despite the tariff chatter?
2025-02-10While the tariff headline continues, underlying developments in macro suggest that the disinflationary environment continues in the US economy – bond yields will come down this week! To read the full ...
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