Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime. (These are solely the views & opinions of KVP, & do not constitute any trade or...

Crude oil update with focus on the continued positive response to vaccine newsWhat is our trading focus? OILUKJAN21 – Brent Crude Oil (January) OILUSDEC20 – WTI Crude Oil (December) XLE:arcx - Energy Select Sector SPDR Fund XOP:arcx - SPDR S&P Oil & Gas Exploration and Production XES:arcx - SPDR S&P...

Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime. (These are solely the views & opinions of KVP, & do not constitute any trade or...

Today we look at a recent massive jump in bullish sentiment in the US and whether this is a contrarian signal, thoughts on why Bitcoin is rising so aggressively, the weak US dollar, big moves in 'beans and coffee, spiking container rates and the string of booby traps Trump is...

Price is facing bearish pressure where we could see a reversal below this level.

Price is facing bearish pressure where we could see a reversal below this level.

The market mood has turned a bit more cautious yesterday and overnight, with equity markets generally losing steam after a recent run higher, although US small cap stocks remain an outlier on the strong side. US Retail Sales in October showed the weakest growth in six months, suggest a more...

Price is facing bullish pressure where we could see a further bounce above this level.