What a long time in the making. I was expecting Nasdaq 100 to come down to the 14,000 level quite some time ago, clearly I was too early. It takes a lot of patience and guts to hold onto a trade like this, where the market just swings dramatically sideways, easily making you think that your anlaysis is wrong. Which is why of course only the p...
Read MoreI haven't written about Bonds and US Treasury yields for quite a while. Mainly because things move quite slowly (if you're not a bond trader!). My last analysis was expecting US 10 Year Treasury yields up to around 1.7%, which we have reached already, however I'm not sure we are done just yet, as I think we could see things push up to ar...
Read MoreIn this analysis I wanted to quickly recap my view on the broader U.S markets, in particular the Dow Jones 30. We have certainly see a strong dip in the markets moving from 36,000 level to 33,000. I think this is just the beginning of what I am expecting overall, that is the markets to head towards the 26,000 level. However for the near t...
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