Sorry friends I have to close the blog for now due to personal circumstances. Maybe one day in the future it will pop up again. It has been fun reading the tea-leaves of RE, and then some, for the last few years.
Wish you all health and success whichever side of the fence you are on.
Long live the reflation trade! - *Preface: Explaining our market timing models* We maintain several market timing models, each with differing time horizons. The "*Ultimate Market Timing Mod...
1 day ago