NDR Fixed Income Allocation Strategy September 2023 Update
BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update
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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.
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MI2 Partners Thoughts From The Divide: Who Blinked First?
BY JON WEBB
Some might think it academic, but we can’t help being curious about who blinked first. There are at least two games of chicken we have been closely watching. Clearly, everyone is watching the game of chicken between Xi and Trump. However, the casual observer might think there was also one involving Powell and Trump. In the case of Xi, its not entirely clear who blinked first.
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