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Weekly Edge: 28 April to 2 May
Risk-on: trading the Trump pivot, bond-vigilante steepener and a contrarian breadth thrust
Apr 28
NVDA and the New Cold War Economy
Export bans, inventory hits, and the slow grind of tech decoupling.
Apr 15
1
A Tale of Two Outlooks
Speech today by by FOMC Governor Waller
Apr 14
Weekly Edge: 14-20 April
Trading Like It’s Caracas, Living Like It’s Connecticut
Apr 14
Weekly Edge: 7-13 April
Disclaimer
Apr 7
March 2025
Weekly Edge: 24-30 March
Caught in a (Bear) Trap. Best not to open any new trades prior to Liberation Day.
Mar 31
2
The Return of the Expectations Trap
Lessons from the 1970s and Implications for 2025
Mar 26
2
3
Weekly Edge: 24-28 March
“Stagflation Light” with Defensive Rotation
Mar 23
Weekly Edge: 17-21 March
Risk-Off, Dollar Dumps, and Gold Takes the Throne
Mar 17
Momentum Indicator Tutorial
Quick guide to configuration of our proprietary indicators
Mar 14
15:49
Quick Trade Update
Really quick trade update to help you manage risk during this market sell off.
Mar 4
1
Weekly Edge: 3-7 March
Upside potential limited. Retain defensive positioning.
Mar 3
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