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Portfolio Watch: The last gasp of a dying man?
2023-09-29We’ve taken a massive WIN in recent weeks, but the markets are precarious here after blood on the street as seasonality shifts. Is there a final surge before the impending ...Nuclear Nugget (FREE): 3 Questions For The Nuclear Space
2023-09-29Hi and welcome to this free post where we wanted to touch upon uranium and nuclear energy since it has been a trending topic for a couple of weeks now. ...EM by EM #23 Playing the least dirty laundry vs the dirtiest
2023-09-28When things seem to be spiraling downwards, trades that capitalize on relative weakness often present favorable risk-to-reward opportunities. We’ve recently entered such a trade ourselves To read the full article, ...CRE Debt Watch: The initiator or magnifier of financial crises
2023-09-28Have markets and REITs come to terms with higher interest rates, and should we really care? We’ve looked to see if a collapse was brewing – in the US or ...Trade Alert: From equity proxy to the real deal
2023-09-28We have recently played the energy trade from an equity perspective, but now risk/rewards favor the underlying commodities instead. To read the full article, sign up for a 14-day FREE ...Watch recording from Premium Q&A
2023-09-28Did you miss our Premium Q&A on Tuesday? Don’t worry – you can watch the entire session right here! To read the full article, sign up for a 14-day FREE ...