In 2020, Dave Portnoy boldly stated that “Stocks only go up.” He was not wrong.
What drives the cross you want to trade? What drives CFETS in quiet times?
USDCNH looks like positive EV but there are four caveats. Short USDCAD into BoC.
I think it will be very hard for 2025 Bank of Canada pricing to come true.
Macro is a whirlpool right now with China stimmy, US elections, and stonking US data all competing for airtime.
Gold as a release valve for US deficits and an update on the Magazine Cover Indicator
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