What we are watching in the markets.
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Last week:
“Small Cap tend to rally following a -200 bps rate cut, but we would fade that exposure. Strength continues in Asia, particularly in China and Japan. Our highest conviction name in China remains Tencent.”
Remember, most industry “professionals” regurgitate the news like birds and lack original thinking. In this type of market, success isn’t about chasing headlines, it’s about being positioned in the right corners of growth and resilience.
We’ve built a watchlist — click below to see the full list we’re tracking right now.
Here are the assets with the highest sharpe over the last year.
We expect market choppiness to continue — patience remains key. China stands out as the strongest opportunity, and after highlighting it four weeks ago, it’s now starting to break out in a meaningful way. We’re also tracking several other setups worth…(CONTINUE READING HERE)
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