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title: Longview on Friday | S&P 500
description: S&P 500 |
---

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# Longview on Friday

## Latest

## ["Fade the Davos consensus?"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/fade-the-davos-consensus)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 25-Jan-2019 15:30:41

*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....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/fade-the-davos-consensus)

## ["(more) Reasons to Buy the (relief) Rally"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/more-reasons-to-buy-the-relief-rally)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 04-Jan-2019 17:21:12

*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....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/more-reasons-to-buy-the-relief-rally)

## [“Do we need another Shanghai Accord?”](https://www.longvieweconomics.com/longview-on-friday-blog-archive/do-we-need-another-shanghai-accord)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 30-Nov-2018 16:04:59

*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....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/do-we-need-another-shanghai-accord)

## ["The Rhythm of History - Short, Long and 'Super Long' Cycles"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/the-rhythm-of-history-short-long-and-super-long-cycles)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 16-Nov-2018 17:18:00

*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....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/the-rhythm-of-history-short-long-and-super-long-cycles)

## ["Beware the ‘palpable’ relief…plus rotation into defensives – half way done"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/beware-the-palpable-relief-plus-rotation-into-defensives-half-way-done)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 09-Nov-2018 09:04:00

*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....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/beware-the-palpable-relief-plus-rotation-into-defensives-half-way-done)

## ["'Major Global macro/market themes - an update' PLUS 'So what is this SELL-off really about?'"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/major-global-macro/market-themes-an-update-plus-so-what-is-this-sell-off-really-about)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 26-Oct-2018 16:16:44

*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....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/major-global-macro/market-themes-an-update-plus-so-what-is-this-sell-off-really-about)

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