Month / December 2022

https://asymmetric-advisors.com/some-of-our-key-topdown-predictions-and-stock-calls-for-2023/ Although the last weekly publication (link above) was meant to be our last for 2022, BOJ’s yield curve control tweak last week was too important not to highlight to conclude our…

With Santa Claus rally which we had been hoping for to provide us with big shorting opportunities at the start of 2023 now looking increasingly unlikely, we have started adding back the…

The yen’s continued gains against the dollar from its late October lows has provided a surprise year-end twist to what had been an awful showing by the Japanese currency in 2022. The…