Strategy Note /
GlobalTemperature 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
