Full strategy commentary: NDRSASDH202101061

Visit the Day Hagan research page for access to additional commentary and webcasts.

Other posts

C8 Weekly Bulletin: Don’t Fight the Fed, Don’t Believe Them Either

BY JON WEBB
After last week's Bulletin, featuring an excerpt from Boutique CIO's strategy piece, we had a number of requests to see the whole document. So we are sending it out in this week's Bulletin.  It is a great overview of the current US investment environment.  Read more →

C8 Bulletin:  Power of Combination with IVI

BY JON WEBB
One of the big advantages of direct indexing with C8 is the ability to efficiently combine investment approaches on our platform, C8 Studio. A perfect example is the recent launch of a new index by one of our providers, IVI Capital. Read more →

MI2 Partners Thoughts From The Divide: All Time High

BY JON WEBB
All-time highs are often telling macro signals. Is it possible there might be a connection between the recent ATHs in Bitcoin and long JGBs? Some reports pointed to the US credit downgrade and Trump’s tax bill igniting fiscal worries. First of all, no macro trader ever sold a bond because of a credit downgrade and second, given S&P and Fitch had downgraded long before, it’s very hard to think of it as a surprise. Read more →
Back to all posts →