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Tina died in 2025…

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March 3, 2025, Vol. 214

Speaking of tops, on January 12, we posted an eerie chart of CSCO against the last remaining generals left in...

EMs Curling Up…

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February 23, 2025, Vol. 213

Since mid-to-late 2024 we have been banging the table on EMs, specifically Turkey, Colombia, Brazil and China. See issues 197...

Colombia and Brazil are perking up…

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February 2, 2025, Vol. 210

Last week we left you on the topic of Brazil, so LatAm has been on our mind all week, especially...

Trump 2.0

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February 16, 2025, Vol. 212

Turning to the markets, the secret to successful investing is the art of having strong views, loosely held. For the...

Ferts Back on the Radar…

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February 9, 2025, Vol. 211

Nothing worthy of note this week but we did want to introduce our February Happy Hour guest at the very...

Fund Flows Flip

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January 26, 2025, Vol. 209

Things may be light over the next couple weeks as we are in South Florida taking meetings during the annual...

The Year of the Snake…

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January 19, 2025, Vol. 208

We are going to keep the commentary light this week as you have plenty of reading to do with the...

Our thinking hasn’t changed since last week, but this week’s price action is worth revisiting. In summary, we’re bears. Now...

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