Below is excerpt from opening lines of today’s edition of “Sight Beyond Sight”, the macro-strategy commentary courtesy of Stamford, CT-based think tank Rareview Macro LLC. Our thanks to firm principal Neil Azous for the following observations. [caption id="attachment_1904" align="alignleft" width="130"] Neil Azous, Rareview Macro LLC[/caption] Model Portfolio Update: Significantly…Read More
Below commentary is courtesy of extract from a.m. edition of today's Rareview Macro's "Sight Beyond Sight" A Simple View: US Dollar, Gold, SPX, UST's [caption id="attachment_1904" align="alignleft" width="143"] Neil Azous, Rareview Macro LLC[/caption] The objectives we have laid out continue to materialize across the themes we are focused on. The…Read More
Global macro trading perspective courtesy of Rareview Macro Nov 3 edition of Sight Beyond Sight. MarketsMuse Editor Note: Rareview Macro's model portfolio has gained 16.5% YTD, during which time the majority of macro-style funds have returned less than 5% on average, illustrating why this newsletter is more than just a…Read More
MarketsMuse update courtesy of extract from Bloomberg LP Elena Popina and Jackie Klauberg Что ты собирáeшься дéлать с таки́ми больши́ми деньгáми? (translation: What are you going to do with all that money?) Investors are piling into the biggest exchange-traded fund tracking Russian equities at a record pace as the cheapest…Read More
Below excerpt is closing conclusion courtesy of Oct 28 edition of Rareview Macro LLC publication "Sight Beyond Sight" [caption id="attachment_1904" align="alignleft" width="200"] Neil Azous, Rareview Macro LLC[/caption] The Federal Reserve (FED) will make its policy announcement tomorrow. The Bank of Japan (BoJ) will make its statement at the end of…Read More
Below extract from this a.m. edition of "Sight Beyond Sight", the global-macro strategy insight courtesy of Stamford, CT-based, macro strategy "think tank" Rareview Macro LLC Blood on the Streets Provides Counter-Trend Trading Opportunities • Our 30,000 Foot Takeaways • Model Portfolio Update: Closed EUROSTOXX and Dow Jones Index Short •…Read More
MarketsMuse Editor Note: At risk of pounding the table too frequently by pointing to global macro strategy think tank "Rareview Macro" and their high-frequency of prescient postulating...the below excerpt from this a.m.'s edition of Rareview's Sight Beyond Sight illustrates why this analyst is become the analyst ..For those confused by…Read More
Below extract is courtesy of Oct 13 edition of ETFtrends.com and senior editor Todd Shriber The United States Oil Fund (NYSEArca: USO) is off 6.4% in the past month as West Texas Intermediate, the U.S. benchmark oil contract, ominously descents to $80 per barrel. Oil’s slide has wrought havoc for…Read More
If this week's volatility has unnerved you, take a deep breathe, sit back and consider the following assessments courtesy of global macro strategy think tank Rareview Macro and extracts of this a.m. edition of "Sight Beyond Sight." The Puzzle [caption id="attachment_1904" align="alignleft" width="200"] Neil Azous, Rareview Macro LLC[/caption] Today's edition…Read More
Below commentary is courtesy of Oct 8 a.m. notes from macro-strategy think tank Rareview Macro LLC's "Sight Beyond Sight" and is provided as a courtesy to MarketsMuse readers who embrace smart insight. For those with interest in or exposure to the assortment of globally-focused ETFs across asset classes, we think…Read More
MarketsMuse Editorial Note: Below is extract from Oct 1 edition of macro-strategy commentary courtesy of Rareview Macro LLC's daily publication "Sight Beyond Sight"..We often profile this content from macro strategy expert and author Neil Azous, simply because since we first started following SBS commentary, it has become one of those…Read More
MarketsMuse Editor Note: We tip our hat to the folks at Rareview Macro LLC, whose 'sightings' we have been allowed to cite courtesy of extracts from that global macro strategy think tank's daily newsletter Sight Beyond Sight... Why? When eyeballing the 18 Sept edition, our staff noticed that Rareview's model…Read More
MarketMuse.com post made possible through FINalternatives.com and Neil Azous The 2008 financial crisis exposed institutional money managers to a range of risks for which they were not prepared. Some of these were market risks, in which the value of their investments declined more than they had previously imagined possible.…Read More
Below courtesy of extract from a.m. edition of Rareview Macro's "Sight Beyond Sight"... MarketsMuse Editor note: notwithstanding the 'caveat' immediately below re: focus on FX, for those who are chewing on Apple ($APPL), MarketsMuse editorial team recommends a full read of below [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro…Read More
Below extract courtesy of this a.m. edition of Rareview Macro LLC's daily publication "Sight Beyond Sight" Editor Note: Performance Speaks Louder Than Words, and the SBS model portfolio as of Aug 15 is a noteworthy +3.72% YTD (and 0.33% WTD) when compared to the universe of macro strategists who, according…Read More
Below courtesy of excerpt from Mark Hulbert's column in the WSJ Weekend Journal (Aug2-Aug3) Over the past 45 years, the stock market has lost more than 20% each time three warning signs flashed simultaneously. After a selloff this past week dragged the Dow Jones Industrial Average into negative territory for…Read More
Below is excerpt courtesy of 07.29 edition of Rareview Macro's "Sight Beyond Sight" Small vs. Large Caps Below are two charts of the ratio of the S&P 500 (symbol: SPY) to the Russell 2000 (symbol: IWM). The first chart shows the performance of the ratio (i.e. long SPY vs. short…Read More
Below excerpt from July 25 edition of "Sight Beyond Sight" is courtesy of Rareview Macro LLC [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] Overnight Commentary Strongly Centered on US Dollar, China, and NASDAQ US Dollar China - Operation Fox Hunt NASDAQ US Dollar In the July 16th edition…Read More