Strategy Note /

Temperature Check

  • Returning to the NYC blast furnace from the cool Catskills air, my temperature gauge, much like investors', is messed up

  • One way to gauge the market temperature is to look at the technicals - all of our TPW 20 positions are above the 50dmav

  • Updating our two model portfolios after V strong returns we look to add to EM assets as US infl cools & the $ rolls over

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
12 August 2022
Published byTPW Advisory


Tellimer | Start Following

Start following your markets today

Follow your key analysts, markets and more so they appear here in your Watchlist - allowing you to keep an eye on the latest updates.