A Final Public Word on Cycles: Tuesday 11 October 2022· Three months ago in this note, A Short Word on Cycles Part 2 — The Kitchin Supremacy: Monday 4 July 2022 | by Kudakwashe Chinhara |…Oct 11, 2022Oct 11, 2022
A Short Word on Cycles Part 2 — The Kitchin Supremacy: Monday 4 July 2022One year ago in this note, A Short Word on Cycles: Sunday 11 July 2021 | by Kudakwashe Chinhara | Medium, the Kitchin Cycle warned of two…Jul 4, 20221Jul 4, 20221
My U-turn on the Dollar: Saturday 27 November 2021I could not have been more wrong on the Dollar here…Nov 27, 2021Nov 27, 2021
On when the ‘Energy Crisis’ will end (Part 2): Saturday 27 November 2021As described in the bottom line here…Nov 27, 2021Nov 27, 2021
Did Red Friday kill the Bull Market? Saturday 27 November 2021After going on the defensive and hedging the portfolio in early November (as described here…Nov 27, 2021Nov 27, 2021
Is the Bull Market Over — Part 2? More Words on Cycles: Sunday 31 October 2021Quick end of the month performance update…September sucked for the regime-based asset-allocation algo, but October saw a…Oct 31, 2021Oct 31, 2021
On when the ‘Energy Crisis’ will end: Saturday 16 October 2021Bought crude oil on the dip into the top of the accumulation range identified in late-July here…Oct 16, 2021Oct 16, 2021
Is the Bull Market Over? Another Short Word on Cycles: Sunday 10 October 2021After going on the defensive in the penultimate week of August as described here…Oct 10, 20211Oct 10, 20211
Macro Roundup Wednesday 18 August 2021In the last update, we saw Stocks maintaining their “Mind the Squeeze” regime and they have continued to do just that. However in the last…Aug 18, 20211Aug 18, 20211
Following up: Is another stock-market squeeze on the cards? Sunday 1 August 2021During the sell-off in early-March 2021, the regime-model flipped to “Mind the Squeeze” (see the March 7th update “Is another stock-market…Aug 1, 2021Aug 1, 2021
