Back to the Fundamentals of Easy Money TRADERS’ RISK CALL – 22 Jul 2021 Disclaimer: The views and opinions expressed in this material do not constitute a recommendation by TrackRecord Pte. Ltd. that any particular investment, security, transaction or investment strategy is suitable for any specific person. No part of this material may be reproduced or transmitted […]
A Short Challenging Period TRADERS’ RISK CALL – 20 Jul 2021 Disclaimer: The views and opinions expressed in this material do not constitute a recommendation by TrackRecord Pte. Ltd. that any particular investment, security, transaction or investment strategy is suitable for any specific person. No part of this material may be reproduced or transmitted in any form […]
Should we worry about high inflation? TRADERS’ RISK CALL – 15 Jul 2021 Disclaimer: The views and opinions expressed in this material do not constitute a recommendation by TrackRecord Pte. Ltd. that any particular investment, security, transaction or investment strategy is suitable for any specific person. No part of this material may be reproduced or transmitted in […]
Is the US dollar or the US bond yields right? TRADERS’ RISK CALL – 9 Jul 2021 Disclaimer: The views and opinions expressed in this material do not constitute a recommendation by TrackRecord Pte. Ltd. that any particular investment, security, transaction or investment strategy is suitable for any specific person. No part of this material may […]
Stay Tuned for the Non Farm Payrolls TRADERS’ RISK CALL – 1 Jul 2021 Disclaimer: The views and opinions expressed in this material do not constitute a recommendation by TrackRecord Pte. Ltd. that any particular investment, security, transaction or investment strategy is suitable for any specific person. No part of this material may be reproduced or transmitted […]
The Grind Higher Resumes TRADERS’ RISK CALL – 24 Jun 2021 Disclaimer: The views and opinions expressed in this material do not constitute a recommendation by TrackRecord Pte. Ltd. that any particular investment, security, transaction or investment strategy is suitable for any specific person. No part of this material may be reproduced or transmitted in any form […]
1. FOMC seems more hawkish than markets expect, what does Vee make of this stance by the Fed and give the large amounts of fiscal stimulus yet to be done is it a viable path?
2. We are talking about talking about tapering, what does Vee make of this microshift in Fedspeak and the potential trajectory?
3. How does Vee usually position himself into key events? Does he usually trim positions into it or status quo ?
This week, Vee and Nic discuss the following:
1. There is massive short positioning in UST bonds for the inflation trade. What are the risks here?
2. What do you make of El Salvador’s adoption of Bitcoin as Legal Tender?
3. With people underinvested in assets, do you see it being a catalyst for much higher prices ?
Effects of Relentless Money Printing TRADERS’ RISK CALL – 3 Jun 2021 Disclaimer: The views and opinions expressed in this material do not constitute a recommendation by TrackRecord Pte. Ltd. that any particular investment, security, transaction or investment strategy is suitable for any specific person. No part of this material may be reproduced or transmitted in any […]
This week, Vee and Nic discuss the following:
1. Fedspeak is a key trend to watch these days. How does Vee interpret them?
2. Gold is on the move again, what are Vee's thoughts on it?
3. US seems to be thawing relations with China. How does this affect Vee's macro trajectory ?