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Thoughts From The Divide: The Moon

BY JON WEBB
If the Fed can “only know” the neutral rate (and hence whether policy is restrictive) “by its works”… there may be reason to think that the music is still playing. Whether it’s the price surges of misspelled celebrity memecoins ICOs such as “Joram Poowel” (a coin based on Elizabeth Warren was the “Top gainer” at the time of writing), the return of the Manufacturing PMI to positive territory “for the first time in 17 months”, or the simple good old fashioned break out of gold to all-time highs (sympathy to all mining stock bros, miners have failed to attract the same level of enthusiasm), the “restrictive” territory being bandied about seems less of a place of economic pain, and more one of milk and honey. Read more →

C8 Weekly Bulletin:  Direct Indexing and Capturing EM Trends with EVOLIDS

BY JON WEBB
One of our index providers, EVOLIDS, has produced a great piece on the advantages of Direct Indexing. Over the past year there has been increasing focus on opportunities in Emerging Market equities on the back of higher commodity prices, and inflation in developed markets.  Access the EVOLIDS Global Emerging Markets Long/Short Index on C8 Studio to take advantage of this renewed volatility. Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy November 2022 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →
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