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NDR Dynamic Allocation Strategy July 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →

C8 Weekly Bulletin: AI Investing with Brain

BY JON WEBB
The C8 Weekly Bulletin returns after an Easter break with the announcement that Brain, an AI-driven research provider, has now joined the C8 platform. Brain has developed NODES; an integrated Artificial Intelligence Engine that combines Artificial Intelligence algorithms with proprietary Natural Language Processing techniques to process a large volume of external information. 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 →
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