The value over growth outperformance is set to accelerate from here
78
41
Why crude oil and energy companies are now the 'tourist's biggest positions
69
40
The 'tourist straps in with a big gold call
67
57
And why the 'tourist thinks everyone should pay attention
67
32
Setting the stage (part 1)
71
53
Why the 'tourist is finally pulling the trigger
70
66
Digging into the FOMC statement and the 'tourist is making some big changes to his portfolio
70
30
Why the 'tourist thinks it will be fought in cyberspace
65
61
The 'tourist walks through how this cycle's QT setup differs from the last one
62
16
The 'tourist examines the recent front-end action
65
21
The 'tourist explores his two new trades
59
53
Why the 'tourist is erring on believing this is a run-of-the-mill correction (for now)
63
32