Stargazer Asset Management Weekly – November 23 2020
This week we look at the state of markets across asset classes. We also comment on the Mnuchin/Powell spat and on the latest developments regarding CBDC.
Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy February 2024 Update
BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update.
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December 16: The Week Ahead
BY TEMATICA
The Fed's monetary policy meeting, November Retail Sales, Nike and Micron earnings
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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.
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