Market Intelligence

FXI as Global Macro Hedge
The number one Chinese ETF, FXI US, has been performing well since January lows. We have been outlining our bullish…
The number one Chinese ETF, FXI US, has been performing…
Hedge Fear with VIX not Gold
Gold has been one of the best performing assets since the October sell off in equities. The trend channel since…
Gold has been one of the best performing assets since…
Fed Kills the Bear…..For Now
It’s 4:40am on Friday morning and I am sitting in the airport waiting for my flight to Vancouver, B.C.  One…
It’s 4:40am on Friday morning and I am sitting in…
Visualizing the Future of the Pharma Market
Around the world, people are living longer. By 2050, there will be two billion people that are 60 years or…
Around the world, people are living longer. By 2050, there…
Powell the Pusillanimous
• Fed sent a clear and dovish message • US curve steepeners keep performing• Norwegian growth explosion amidst Swedish gloom Read…
• Fed sent a clear and dovish message • US curve…
What is VIX Pricing (here)?
What is volatility currently “pricing”? Many speak about the fear index, the mighty VIX, but few understand what volatility truly…
What is volatility currently “pricing”? Many speak about the fear…
Messy Job Report
A lot of people are busy discussing the implications of the “messy” jobs report, but the spread between the April…
A lot of people are busy discussing the implications of…
Waiting for the Contrarian Call as Credit Implodes
In mid-December we received a call from one of the sales equity guys at a major investment bank we speak…
In mid-December we received a call from one of the…
Do You Buy It Here or Do You Sell It Here?
Presented without comments. Source; chart by Bloomberg
Presented without comments. Source; chart by Bloomberg
The Yen Ain’t buying It
The recent euphoria was never acknowledged by the JPY. Why do we watch the JPY? When the JPY weakens, the…
The recent euphoria was never acknowledged by the JPY. Why…
Remember Imploding Italy?
We showed the Italian lost decade earlier this week. Investors are picking up on the bad Italian economy today, sending…
We showed the Italian lost decade earlier this week. Investors…
Macro and Credit – The Zeigarnik effect
“Both poker and investing are games of incomplete information. You have a certain set of facts and you are looking…
“Both poker and investing are games of incomplete information. You…
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