Stargazer Asset Management Weekly – November 22 2021

A weekly tour of what we are seeing and thinking in global markets.

BY ERIC FILL

SAM Weekly _ November 22 2021

Other posts

C8 Currency Compass – March 2025 – ‘Trade Wars are Good and Easy to Win’ Pres Trump (2018)

BY JON WEBB

Our January switch to USD weakness has worked well. The USD models are more neutral now. US tariffs have had a mixed USD reaction to the various currencies. The other country's response and context matters. Read more →

NDR Fixed Income Allocation Strategy December 2024 Update

BY BRIAN SANBORN

The NDR Fixed Income Allocation Strategy, Positioning Update 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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