The value over growth outperformance is set to accelerate from here
Why crude oil and energy companies are now the 'tourist's biggest positions
The 'tourist straps in with a big gold call
And why the 'tourist thinks everyone should pay attention
Setting the stage (part 1)
Why the 'tourist is finally pulling the trigger
Digging into the FOMC statement and the 'tourist is making some big changes to his portfolio
Why the 'tourist thinks it will be fought in cyberspace
The 'tourist explores his two new trades
The 'tourist examines the recent front-end action
Why the 'tourist is erring on believing this is a run-of-the-mill correction (for now)
Geopolitics and a US dollar trade