Article Date | Article Title |
Jul 28, 2020 | High Conviction Macro Trades With Higher Gold |
Feb 16, 2018 | High Conviction Macro Trades: ETFs for of the New Powell Fed |
Jun 29, 2016 | High Conviction Macro Trades for a Post-Brexit Environment |
Apr 23, 2016 | High Conviction Macro Trades: Commodity & EM Opportunities |
Mar 21, 2015 | HCMT Update: Positioning for ECB QE & Strong Dollar BiasHigh Conviction Macro Trade |
Aug 19, 2014 | High Conviction Macro Trade: Europe & Italy |
Apr 15, 2014 | High Conviction Macro Trade: Fixed Income Play for an ECB QE Scenario |
Mar 11, 2014 | High Conviction Macro Trade: Coffee/Tin Pair Trade Update |
Feb 06, 2014 | High Conviction Macro Trades: Coffee/Tin Pair Trade Returns 41.8% Since November |
Nov 13, 2013 | High Conviction Macro Trade: Opportunities in a Commodity Bear Market |
Sep 03, 2013 | High Conviction Macro Trade: Emerging Markets vs Germany? |
Jun 28, 2013 | High Conviction Macro Trade: S&P 500 & Bovespa |
Mar 01, 2013 | High Conviction Macro Trades: Update on Coffee |
Jan 30, 2013 | High Conviction Macro Trades: Cotton & Other Updates |
Sep 24, 2012 | Correction for JNKHigh Conviction |
Sep 18, 2012 | Macro Trades for the Fed Put & ECB BackstopHigh Conviction |
May 07, 2012 | Attractive Long/Short Ideas in the Global EconomyHigh Conviction |
Feb 15, 2012 | Best Plays in Metals, Softs & EnergyHigh Conviction |
Feb 03, 2012 | Specifically TinHigh Conviction |
Jan 20, 2012 | QE3, Syria & Iran -- Commodity Shorts BewareHigh Conviction |
Dec 13, 2011 | High Conviction Macro Trades for Slowing Growth |
Nov 17, 2011 | Has Oil Hit a Near-Term Peak?High Conviction |
Aug 23, 2011 | High Conviction Macro Trades: An Update |
May 12, 2011 | Polaris Files: Retail Gasoline High Conviction |
May 05, 2011 | Polaris Files: Commodity Drop & GrainsHigh Conviction |
Apr 26, 2011 | Polaris Files: Updating Commodity OutlooksHigh Conviction |
Apr 14, 2011 | Polaris Files: Cocoa & Grains High Conviction |
Apr 01, 2011 | Do We Still Believe in Real Estate? High Conviction |
Jan 14, 2011 | High Conviction Macro Trades: Favorite Sectors & Markets |
Dec 20, 2010 | Sector Rankings for a Stagflationary 2011High Conviction |
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