The reach for yield coming to an end because of macro liquidity? A volatility trade on the horizon When is coffee a buy? Stocks to be sold on the mini exuberance bounce? Gold and the missing factor and much more
Macro Close-ups Should Be Our Middle Name.
In a world of information overload, we offer you tactical approaches to simplify and enhance your investment style.
Our works are derived from proprietary monetary-based models. You buy as you go and pay only for what you need.
Is Credit Growth Flashing A Bond CrashBy Yves, February 20, 2015
Behavioral Insights And Market ExpectationsBy Yves, February 9, 2015
Our most important call of 2015 with implications to gold and all assets, Europe as a long term buy and why, A reversal of strategy on precious metals and much more more
Barbarians At The Gate Of The Swiss National BankBy Yves, January 18, 2015
Implications of a new free floating currency, is the gold bull in jeopardy? the hottest sector to buy in 2015, get it now
The Next Move Of A Boxed-In FedBy Yves, December 29, 2014
A major buy of a lifetime coming and when? The Fed needs to get this message across, what target for oil? Is the bull market back in Agriculture? A cheap Asian play with a great story and much more
The Return Of Counterparty And Systematic RisksBy Yves, November 20, 2014
Is the gold bull market back? Get the proper answer based on behavior! Tiger, tiger we love this Asian play. Keep an eye on this date as a coming turn in the market and so much more
What Glitters Ahead?By Yves, November 7, 2014
Time series for the commodities bull market, gold new additions , short term S&P timing, welcome back Asian tiger and much more