Stargazer Asset Management Weekly – May 23 2022

Our weekly tour of markets

BY ERIC FILL

SAM Weekly _ May 23 2022

Other posts

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy March 2025 Update

BY BRIAN SANBORN

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

Whither US Treasuries?

BY JON WEBB

US growth dynamics remain stronger than many expected. The Federal Reserve seem hell bent on cutting rates but are getting cold comfort from recent data releases, however they attempt to spin it. Recent “off-message” comments from Fed officials underline that risk. If we continue in this vein, expect US rates to ratchet higher and bonds to remain vulnerable. Read more →

C8 Weekly Bulletin – “Hope” is not an investment strategy

BY ROBERT MINIKIN

Given so much investor focus on macro-drivers, we are pleased that IVI Capital, the global macro hedge fund, have provided us with a new update on their market outlook. The IVI Capital Global Macro Index is a daily, futures-only strategy and C8 Studio shows the index up 24.0% so far this year. Read more →

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