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A historical view of Transitory
Mehabe
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June 14, 2021
technology
Relative Rotation: S&P 500 Sectors Fixed-Income Currencies Commodities
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Miners v Gold hr = 0.30, cointegrated at the 1% level
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Average Annual Unemployment Rate
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Via Russell Clark’s latest
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#SB_F, monthly, perhaps in the sweet spot to let them go.
Mehabe
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May 28, 2021
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#GC_F Monthly down fractal confirmed.
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May 28, 2021
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Fixed-Income rotation
Mehabe
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May 28, 2021
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Python script completed for equity sector rotation. Next, I will...
Mehabe
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May 28, 2021
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Margin Proxy, NIPA Corporate Profits
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May 27, 2021
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Public Service Announcement
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May 25, 2021
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[EU, US, JPN] Banking System Liquidity By our calculations, after peaking in...
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May 25, 2021
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Really expensive
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May 24, 2021
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Erik and Rob at Viking Analytics provide great information across multiple...
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May 17, 2021
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Commodity Capital Flow, CPI
Mehabe
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May 14, 2021
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