CPI

Weekly game plan 20 September 2020

Over the last few weeks we’ve shared some thoughts about the fundamental picture we are seeing, and thus fired off a few warnings about the sustainability of the tech rally. This week we’ll keep things simple and only consider the charts, without having the fundamentals interfere with our thinking.

Weekly game plan 2 February 2020

There is a lot that happened this past weekend! Brexit actually took place… the World Health Organisation (WHO) declared the Coronavirus a Public Health Emergency of International Concern. Our expectation is that we will see heavy losses in Commodities and Commodities stocks, specially industrial metals.

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