Emerging Money Daily Audio Call August 2 – On the call we examine the forces of global currencies as the Dollar is on the precipice of a major cliff, but European equities might finally like this trade.
Emerging Money Daily Audio Call November 14 – Walking into major levels hit in the US Dollar, the UST bond market and Small cap stocks.
Russell 2000 (IWM, quote) Continues to Sag. Owning volatility and outright short exposure to this small cap index makes sense. We continue to like the beta match between the Russell and Emerging Market equities.