Tag Archives: sight beyond sight

Global Macro Strategy, People Profiles

Macro-Strategy Pro’s Having Difficulty Digesting Day’s Data

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Rareview Macro Logo MarketsMuse is pleased to profile market insight provided by Rareview Macro’s “Sight Beyond Sight” aka “SBS”, a daily debriefing of global market events, related impact on various asset classes and highlights of trading strategies proffered to some of the trading world’s “smartest folks in the room.”

This morning’s e-blast to Sight Beyond Sight subscribers included “SBS” model portfolio updates (yes, Rareview is one of the rare few who embrace transparency by offering a “rolling results record” of recommended strategies), a look at US Dollar weakness,  last night’s JGB mini-flash crash, a kiss blown to the Kiwi trade, what “nobody seems to get re China’s pause on a pending Preferred Share announcement, and why Crude Oil “longs” are sweating.

We’ve been allowed to share this morning’s edition (link below); for those wanting to stay in the know, this platform suggests that our viewers take a tour of the publisher’s site and decide on their own why RareView’s Sight Beyond Sight is a rare commodity in the world of macro-strategy content offerings.

Sight Beyond Sight – Morning Edition – 3 13 14

ETF News, Global Macro Strategy

No Hiding The Housing Recovery: $ITB and $XHB

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Rareview Macro LogoExcerpt from Nov 22 edition of Rareview Macro’s “Sight Beyond Sight” morning commentary; courtesy of macro market trading expert Neil Azous..

At a micro level in the US, all one has to do is look at the iShares U.S. Home Construction ETF (ITB) and SPDR S&P
Homebuilders ETF (XHB) to see the new found interest in the return of the Housing recovery call come early next
year.

The Bloomberg Chart of the Day illustrates that between Nov 15th  and January 31st the S&P 500 Homebuilding Index has come out ahead of the SP500 every year since 2005, and led last year by ~17%. The Raymond James analyst who is the source of this observation said this “…might be the most powerful and consistent seasonal trading phenomenon we’ve witnessed among any industry group.”

To continue reading the entire day’s edition of Sight Beyond Sight, please click here (subscription required, free 2-week trial, no credit card required.)

ETF News, Strike Price

Traders Wipsawed, The Tape Doesn’t Lie; Stock Prices Will Go Higher Before Lower:

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Rareview Macro LogoBelow courtesy of Rareview Macro;  MarketsMuse Editor caveat: Below is excerpt of independent opinion courtesy of contributor, this should not be considered a recommendation to buy or sell any type of securities.

Portfolio Update

The short position in the S&P 500 was covered and a long position was initiated yesterday at 1705. Our global equity beta position now consists of long US S&P 500, German DAX and Japan Nikkei. Into 1705, the strategy demonstrated the relative outperformance of our global beta thesis.

Also, with a US Government resolution now looking closer, a second unit of the long Mexico Peso against short Japanese Yen (MXN/JPY) position was added.

Both updates were sent real time via Twitter. Details are below for reference.

We are now outright directionally long on risk assets and our exposure is at the highest level of the year.  Neither is common in our portfolio, but we believe it is right at this time. We also remain confident that Gold will be significantly lower by the end of the year.

Note the US Dollar relief rally has started. This is most visible in Euro, Swiss Franc and Gold. Our view is that Dollar strength will be the shortest lived relative to the Euro. Today’s move lower in Gold is most welcome and upon Government resolution one has to be open to 1200 being tested on the downside.

Sight Beyond Sight is a subscription service provided by Rareview Macro. For the entirety of today’s update and to subscribe to a free 30-day trial (NO CREDIT CARD REQUIRED), please visit http://www.rvrmacro.com