July Macro Strat: Once Bears fully Capitulate, this Rally will not only end but the reversal shall be swift.
Added 2023-07-09 15:56:46 +0000 UTCMembers,
This weekend's Strategy note is now released below! The topic this week is centered around Macro.
In this note, I talk about the following:
- Potential winners and beneficiaries of China’s latest restrictions of non-rare earth metals
- The implication of Janet Yellen’s visit to China - what this may do to Treasuries (TLT)
- A brief discussion on whether Alibaba’s latest ANT Group $1B fine marks another constructive turning point for the China internet sector in the weeks ahead
I'm also going to put the weekly Dashboard link below in my Patreon emails going forward for easy reference.
Best
Larry
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Weekly Dashboard Link (Will be updated by Sunday Evening- Check back then - no additional email will be sent out):
Dashboard Link includes both Google Sheets and MS Excel.
Password: 4800
*Password will be changed around once per month so watch out for that.
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P.S - I can only check 1:1 messages sparingly & periodically throughout the week because I'm researching during weekends and market hours to provide you thoughtful commentary. Please give me ample, ample time to get back to any 1:1 messages. Thank you, and I appreciate you.
If you have a message to send me, please send me a msg on Instagram @LarryCheungCFA. I don't check Patreon messages as often as on Instagram.
