We adhere to the Soros-Druckenmiller school of thought, which postulates that Markets tend to lead, and news lag: Continue reading “Chinese Yuan Signals Constructive Outcome To The Trade Dispute?”
Author: Konstantin Fominykh
All Eyes on China, And It Does Look Promising… Perfect Trifecta?
It is very surprising, given non-stop macro news pointing to the Slowdown in China, that our tools do like Chinese Currency CNY, Chinese long Bonds, and Chinese Equities. Continue reading “All Eyes on China, And It Does Look Promising… Perfect Trifecta?”
High Yield Credit Stabilizing, Very Encouraging
Have a look at the Spreads for US High Yield (5 Year tenors). Continue reading “High Yield Credit Stabilizing, Very Encouraging”
Why Apple guide down is SO important, and it is not just about AAPL…
AAPL just dropped a bad earnings guide-down. Unfortunately, it is not about AAPL! Continue reading “Why Apple guide down is SO important, and it is not just about AAPL…”
Why Does Australia Look Promising? Down Under Mate…
TenViz Tools have Buys on Aussie Dollar, Aussie Sovereign Bonds and Australian Equities (ASX200). Why so? What is the hidden message from the markets?
Continue reading “Why Does Australia Look Promising? Down Under Mate…”
Is 2Y the Most Telling Chart for Fed and Macro?
Have a look at the 2Y US Treasuries Yield Continue reading “Is 2Y the Most Telling Chart for Fed and Macro?”
Chinese Stars Are Getting Aligned
As I posted a week ago China is improving. Check China Сredit Behaving Well! from Dec 3rd. Continue reading “Chinese Stars Are Getting Aligned”
Do You Think Alternative Data is Overhyped?
We all are aware of profound limitation coming with Alternative Data:
Continue reading “Do You Think Alternative Data is Overhyped?”
China Сredit Behaving Well!
Our Tools keep a holistic look at China – we track all Stocks, and Bonds there. Even though we were negative on Chinese equities, TenViz tools are cautiously optimistic on Chinese Corporate Credit. Continue reading “China Сredit Behaving Well!”
Cross Asset Insights on Why Chinese SellOff Looks Transitory
TenViz Tools are unemotional and do not follow news on a face value. Thus, they show that the nature of the recent Selloff in China is NOT alarming. Even though TenViz Tools called to short China on October 5th. Please, watch this video explaining the logic under this statement. Continue reading “Cross Asset Insights on Why Chinese SellOff Looks Transitory”