Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....
Latest
"Time to SELL bonds; cyclicals vs. defensives - extreme signals; the message of the yield curve; & why gold isn't about geopolitics"
Longview Economics
29-Mar-2019 15:34:59
"Major AA Switch Brewing?"........& more on 'Wave Two Relief Rally'"
Longview Economics
19-Oct-2018 17:18:59
Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....
