We flip our exposures in the Energy space and find value in adding a lagged proxy trade to the current oil price spike.
Investment Screening: Why Biden’s Order is Actually a Good Sign for US-China Relations
I think Biden’s executive order on investment screening is actually a good sign for US-China relations and a part of the ongoing “mini-detente”. Read why!
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Trade Alert: Buy TLT
The purchase of TLT looks attractive from both a technical, tactical and fundamental perspective at this juncture. May inflation will look soft across the globe.
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