Sentiment Ideas • 6 min read Prepare, Don't Predict I don’t know about you, but I can’t forecast geopolitics. That’s exactly why I fall back on…
Sentiment Ideas • 7 min read Sentiment Ideas: US Dollar The biggest sentiment reversal over the past year has been in FX — and specifically in the US Dollar. The dollar…
Sentiment Ideas • 7 min read Sentiment Ideas: Consumer Discretionary Deeply Unloved — But Is That Enough? While much of the recent market conversation has focused on the rotation into Cyclicals,…
