In this week’s newsletter, we’re going to run through the top five market charts on our radar right now. As ever, much fuller and more in-depth analysis can be found in Global Macro Investor and Real Vision Pro Macro. Global Macro Investor is our full institutional research service and Real Vision Pro Macro is the sophisticated retail investor service, which is co-authored with leading research firm MI2 Partners.
Speculative positioning in the S&P 500 is at its most short level since May 2007... May was 5% from the exact top in 2007.. Does this suggest 6 months of upside before a massive crash as what happens in October 2007?
Thanks!
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Great piece! How is Global Excess Liquidity Defined?
Speculative positioning in the S&P 500 is at its most short level since May 2007... May was 5% from the exact top in 2007.. Does this suggest 6 months of upside before a massive crash as what happens in October 2007?
Much appreciated information and insights. Thank You
Super helpful. Pls don’t ever stop publishing these reports