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