Kudakwashe ChinharaA 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 |…2 min read·Oct 11, 2022----
Kudakwashe ChinharaA 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…3 min read·Jul 4, 2022--1--1
Kudakwashe ChinharaMy U-turn on the Dollar: Saturday 27 November 2021I could not have been more wrong on the Dollar here…1 min read·Nov 27, 2021----
Kudakwashe ChinharaOn when the ‘Energy Crisis’ will end (Part 2): Saturday 27 November 2021As described in the bottom line here…2 min read·Nov 27, 2021----
Kudakwashe ChinharaDid Red Friday kill the Bull Market? Saturday 27 November 2021After going on the defensive and hedging the portfolio in early November (as described here…3 min read·Nov 27, 2021----
Kudakwashe ChinharaIs 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…2 min read·Oct 31, 2021----
Kudakwashe ChinharaOn 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…3 min read·Oct 16, 2021----
Kudakwashe ChinharaIs 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…2 min read·Oct 10, 2021--1--1
Kudakwashe ChinharaMacro 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…2 min read·Aug 18, 2021--1--1
Kudakwashe ChinharaFollowing 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…2 min read·Aug 1, 2021----