Guys Ive just received this and I realize many here are market timing these asset markets on the short term. I post this up in a timely manner here so as to not delay participants getting this perspective. Asset markets are getting interesting here is my immediate comment. I have a great deal of reports to post up here so please come back same time tomorrow and a catch up update will be posted here.
In the mean time here the Swiss team’s latest:
And here a Fitzpatrick catchup:
& again:
& finally this week here:
And here GS.. Posting the first equity short high conviction rating for a long while, short Nik225, for now :
& this week here:
And here SG with a useful tech report:
And here RBC with their tech report:
And here their macro reports:
All the best
Rich