Daily Market Intelligence 7-24-20
Midday Missive Judd, here is your Midday Missive. One big defensive rotation. Names like PSA, MO. XLU & XLP have been bought against tech. Spu’s are being bought against Russell Silver & Gold rallied with the Bonds…I don’t believe in … Continue reading
177.70 ish USD/BRL should be a reasonable Risk On barometer. Under this USD/BRL level, Risk assets will be in vogue. Over, ( trading towards 180) Risk assets will be less attractive. The Swiss Franc keeps attempting to come back to … Continue reading