Sentiment Thinking • 7 min read Tactical & Strategic Sentiment A question that comes up regularly in client conversations is not whether sentiment works, but when it works. Most investors…
Sentiment Ideas • 6 min read Prepare, Don't Predict I don’t know about you, but I can’t forecast geopolitics. That’s exactly why I fall back on…
Sentiment Ideas • 7 min read Sentiment Ideas: US Dollar The biggest sentiment reversal over the past year has been in FX — and specifically in the US Dollar. The dollar…
