Sitemap - 2022 - 3-Circle Investments
To Step Down or Not to Step Down? That is the Question
Sticking with the Bearish View
Energy is the New Monetary Policy
Bearish thoughts into the Weekend
Quick update - Get ready to sell risk on hot CPI
End of an Era. Come Join Me on the Other Side
Powell the Volatility Dampener...But for How Long?
Portfolio Update - Some Capitulation Observed. Reducing some exposures ahead of Fed Meeting
Portfolio Update - Looking for Signs of Capitulation to Cover Shorts into Fed meeting
$/CNH moves accelerating. Need to cut reflation bets
Current Portfolio - The Fed is Failing
Current Portfolio - Don't Fight the Tightening Fed
Webinar: Russia is attacking Ukraine and the US$: Is this the end game?
It's the Supply Chain, Stupid.
Russian Roulette Is Not Our Favorite Game
Russia isn't attacking Ukraine. They (and China) are attacking the US$
Has the Growth to Value Rotation has run its course? We Say Yes
Fed's Updated Scorecard: From "NI" To "S"
Is Powell going to be Biden's Volcker?
Alpha unwind begets beta face plant?
Oil complicating the Fed tightening agenda
Volcanic eruption slows global warming?
All Aboard? More Like Abandon Ship
The Fed's Current Grade is "NI"
Fed Put for Market vs Fed Put for Society. Which way will they go?
Upgrade your crypto portfolio with a tightening Fed.
Strong AHE means wage/price spiral is close.
$/cnh - testing big levels. Keep an eye on gold/commodities for possible reversals.
Payrolls tomorrow - Big Number whispered. The Hawks come out at night