Between the Lines

Listening to a couple of expert interviews yesterday evening I found myself pondering the punditry’s forever need to identify the ultimate catalyst that’ll instigate
Marty Mazorra
· 28 min read
You’ll recall that a major headwind for equity markets over the past couple years has been the US/China trade dispute(s). As I suspect you
Marty Mazorra
· 15 min read
“This market makes no sense” is the present mantra among many macro analysts/investors/traders, and even among individual investors who’ve been around the block a time
Marty Mazorra
· 17 min read
We’ve acknowledged herein of late the millennial-trader phenomenon that some believe helps explain the latest somewhat counter-intuitive rally in stocks off of the March
Marty Mazorra
· 7 min read
I sympathize with RealVision CEO/Macro Strategist Raoul Pal’s comments yesterday: “We are so used to liquidity events — “market sold off, shock, panic!” — the
Marty Mazorra
· 10 min read
Once again I can keep the macro update relatively light on narrative and heavy on charts. No big surprises this week, our overall net
Marty Mazorra
· 15 min read

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