Insights
Here Is The Call For CPI Tomorrow
After getting into cash to begin last week, we reinitiated long exposure on the open this morning moving back to near...
Detailing Our Decision To Get In Cash or Net Short
For the first time since the September/October time period, Zenolytics portfolios have moved to a net short position....
Weekly Note Preview: A Market Update & Two New Trades Initiated After Today’s Move
In this week's 323rd edition of Turning Points we have an 8 page note going over what the recent display of strength...
Here Is Where We Stand After Today’s Decline
Disbelief in this rally is running rampant. That disbelief, however, does not preclude the market from putting in days...
Weekly Note Preview: Why We Are Reducing Exposure After Being Nearly 200% Long For Much Of January
In this weekend's 322nd edition Turning Points we have a 12 page note detailing the reasons why we are reducing...
There Is A Change In The Air
I present you the ratio of Bitcoin to long-term yields: Risk...