Sitemap - 2024 - The GRYNING Times

Market Signals for December 23, 2024

Hyper-Sensitive? I Think Not...

Over reaction...

Market Signals for Decemebr 16, 2024

Searching for a Catalyst.

Portfolio 12 Dec'24

Portfolio 11 Dec'24

Portfolio 10 Dec'24

Portfolio 06 Dec'24

Don’t Sell Short a Boring Market

Market Signals for December 09, 2024

Portfolio 06 Dec'24

Portfolio 05 Dec'24

Portfolio 04 Dec'24

Moderating Towards "No Cut"

Portfolio 03 Dec'24

Business Optimism?

Portfolio Monthly Rebalance

Market Signals for December 02, 2024

🏆 Stock & ETF Rankings Powered by AI

Portfolio 27 Nov'24

Already Governing

Portfolio 26 Nov'24

Portfolio 25 Nov'24

A Consus View for 2025

Alpha Analysis Report | Top 10 ETF's

Market Report 23 November 2024

Portfolio 22 Nov'24

Prudently Deliberate

Portfolio 21 Nov'24

Portfolio 20 Nov'24

NVDA: from Triple to Double?

Portfolio 19 Nov'24

The Race for Treasury Secretary

Portfolio 18 Nov'24

Consistently Better

Portfolio 15 Nov'24

Guess, speculate, or assume.

Portfolio 14 Nov'24

Duck, duck, goose

Portfolio 13 Nov'24

Spike the Cannon?

Portfolio 12 Nov'24

Portfolio Monthly Rebalance

Shift Into Higher Gear

Portfolio 01 Nov'24

Looks Like Positioning

Portfolio 31 Oct'24

More are Coming

Portfolio 30 Oct'24

Portfolio 29 Oct'24

Foresight was 2020

Portfolio 28 Oct'24

Portfolio 25 Oct'24

Following the Path

Model Portfolio | MOVE

Portfolio 23 Oct'24

Portfolio 22 Oct'24

Relative to Gold

Portfolio 21 Oct'24

This is bullish

Portfolio 18 Oct'24

Fed's New Financial Conditions Index: One Year Later...

Portfolio 17 Oct'24

Portfolio 16 Oct'24

Betting Markets

Portfolio 15 Oct'24

Portfolio 14 Oct'24

Recession Risk Fading

2024 | Monthly Outlook | Multi-Asset

Portfolio 11 Oct'24

Things are good?

Portfolio 10 Oct'24

Portfolio 09 Oct'24

Portfolio 08 Oct'24

Undershoot on Inflation

Portfolio 07 Oct'24

Tactically Murky, Strategically Bullish

Insight | Central Bank Watch

Fourth Quarter Playbook

2024 | Quarterly Outlook | Fundamental Equity

Portfolio 04 Oct'24

Portfolio 03 Oct'24

Portfolio 02 Oct'24

Portfolio 01 Oct'24

Portfolio 30 Sep'24

Why Didn’t It Work?

Portfolio 27 Sep'24

Portfolio 26 Sep'24

Portfolio 25 Sep'24

Got Commodities?

Portfolio 24 Sep'24

Perceived Safety

Portfolio 23 Sep'24

The Hurdle is Lower

2024 | Quarterly Outlook | Fixed Income

Portfolio 20 Sep'24

Portfolio 19 Sep'24

Protecting the Dollar?

When the Fed...

Model Portfolio | Forest, Trees

Portfolio 17 Sep'24

Portfolio 16 Sep'24

Portfolio 13 Sep'24

Portfolio 12 Sep'24

Rally Vindicated?

Portfolio 11 Sep'24

Signals Flashing

2024 | Monthly Outlook | Multi-Asset

Portfolio 10 Sep'24

Downside Surprise

Portfolio 09 Sep'24

Tariffs and Election Trade-Offs

Insight | Investment Grade Credit

Portfolio 06 Sep'24

Seasonal Influence

Portfolio 05 Sep'24

Portfolio 04 Sep'24

Portfolio 03 Sep'24

Portfolio 30 Aug'24

Portfolio 29 Aug'24

Triple Digit No Longer

Portfolio 28 Aug'24

Weighted Moves?

Portfolio 27 Aug'24

for policy to adjust...

Portfolio 26 Aug'24

Optimistic Bond(s)

Do You Need Macro?

Model Portfolio | Addendum

Portfolio 22 Aug'24

Portfolio 21 Aug'24

Portfolio 20 Aug'24

Don't Call it a Cycle

Portfolio 19 Aug'24

What’s Not To Like?

Insight | Stars Align

Portfolio 14 Aug'24

Portfolio 13 Aug'24

Portfolio 12 Aug'24

Portfolio 09 Aug'24

Portfolio 08 Aug'24

Portfolio 07 Aug'24

Portfolio 06 Aug'24

Portfolio 05 Aug'24

Follow the Money

Portfolio 02 Aug'24

Portfolio 01 Aug'24

Portfolio 31 Jul'24

Portfolio 30 Jul'24

Short on Excuses

Portfolio 29 Jul'24

Portfolio 23 Jul'24

Portfolio 22 Jul'24

Investing Introduction

Portfolio 19 Jul'24

Portfolio 18 Jul'24

Portfolio 17 Jul'24

Small Cap Tailwinds

Portfolio 16 Jul'24

"Do Add Somewhat to Confidence."

Portfolio 15 Jul'24

Playing the Game

Portfolio 12 Jul'24

Lead Foot Driving

Portfolio 11 Jul'24

Portfolio 10 Jul'24

About Demographics

Portfolio 09 Jul'24

2024 | Quarterly Outlook | Equity

Portfolio 08 Jul'24

Bigger is Better

Model Portfolio | Horses...Water...

Portfolio 03 Jul'24

Portfolio 02 Jul'24

Portfolio 01 Jul'24

2024 | Quarterly Outlook | Credit

Portfolio 28 Jun'24

Pendulum Swings

Portfolio 27 Jun'24

Portfolio 26 Jun'24

Value in Energy

Portfolio 25 Jun'24

Portfolio 24 Jun'24

Defensive Technology

Last Call & Market Summary

Think Like a Market Professional

2024 | Quarterly Outlook | Fixed Income

Divergence Narrowing

No Longer Getting Cheaper

Portfolio 18 Jun'24

Portfolio 17 Jun'24

Think Like a Market Professional

Portfolio 14 Jun'24

Portfolio 13 Jun'24

Portfolio 12 Jun'24

2024 | Monthly Outlook | Multi-Asset

Portfolio 11 Jun'24

Portfolio 10 Jun'24

Looking For a Problem

Portfolio 07 Jun'24

Portfolio 06 Jun'24

Coordinated Rate Cuts

Portfolio 05 Jun'24

Job Openings-to-Job Seekers Ratio

Insight | India

Portfolio 04 Jun'24

Five Central Banks

Portfolio 03 June'24

Surging Power Demand

Portfolio’s for Capital Appreciation

Portfolio 31 May'24

Portfolio 30 May'24

Gold . . . Continuing

2024 | Insight | Alternative Asset Managers

Portfolio 29 May'24

Portfolio 28 May'24

Portfolio 24 May'24

Until They Don't

Portfolio 23 May'24

One Year Rhythm

Portfolio 22 May'24

Portfolio 21 May'24

Portfolio 20 May'24

Portfolio 17 May'24

Back Towards The Middle

Portfolio 16 May'24

Portfolio 15 May'24

Consensus -> Fall

Portfolio 14 May'24

Believing in Higher

Portfolio 13 May'24

Real vs Financial

RISK | Divergence

Portfolio 10 May'24

Portfolio 09 May'24

Closely Coordinated

Portfolio 08 May'24

16 Months to August

2024 | Monthly Outlook | Multi-Asset

Portfolio 07 May'24

Portfolio 06 May'24

Portfolio 03 May'24

Asian Equity Strength

Portfolio 02 May'24

Portfolio 01 May'24

Portfolio 30 Apr'24

Losing Control?

Portfolio 29 Apr'24

Select Ticker Chartbook

Portfolio 26 Apr'24

Select Ticker Chartbook

Portfolio 25 Apr'24

Select Ticker Chartbook

Portfolio 24 Apr'24

Lower Price Pressures

Select Ticker Chartbook

Portfolio 23 Apr'24

Select Ticker Chartbook

Portfolio 22 Apr'24

Geopolitical Risk Premiums

Portfolio 19 Apr'24

Portfolio 18 Apr'24

It's a Matter of When?

Model Portfolio | Bonds

Portfolio 17 Apr'24

Expected Correction(s)

Portfolio 16 Apr'24

Portfolio 15 Apr'24

Stock & ETF Rankings Powered by AI

Portfolio 12 Apr'24

Portfolio 11 Apr'24

Portfolio 10 Apr'24

Insurers' Profit Party

2024 | Monthly Outlook | Multi-Asset

Portfolio 09 Apr'24

A Technical Correction

Portfolio 08 Apr'24

Until Markets Don't

Portfolio 05 Apr'24

Portfolio 04 Apr'24

Commodities Climbing

Portfolio 03 Apr'24

Portfolio 02 Apr'24

Portfolio 01 Apr'24

2024 | Quarterly Outlook | Fundamental Equity

Portfolio 28 Mar'24

Portfolio 27 Mar'24

Portfolio 26 Mar'24

Portfolio 25 Mar'24

Elevated Levels

2024 | Quarterly Outlook | Fixed Income

Portfolio 22 Mar'24

Cycle to Materialise?

Portfolio 21 Mar'24

Portfolio 20 Mar'24

Portfolio 19 Mar'24

Portfolio 18 Mar'24

All That Glitters

Portfolio 15 Mar'24

Could the BOJ act next week?

Portfolio 14 Mar'24

Portfolio 13 Mar'24

CPI: With Shelter, Without Shelter

Portfolio 12 Mar'24

Will CPI Increase Fed's Confidence?

2024 Outlook | Monthly | Multi Asset

Portfolio 11 Mar'24

Portfolio 08 Mar'24

Gold's Higher Highs

Model Portfolio | The Cost Of Carry

Portfolio 07 Mar'24

Portfolio 06 Mar'24

Dovish Surprise?

Thematic Equity Outlook

Portfolio 05 Mar'24

Portfolio 04 Mar'24

Portfolio 01 Mar'24

Four Consecutive Months

Portfolio 29 Feb'24

Anticipating PCE.

Portfolio 28 Feb'24

Fed's Underestimations...

Portfolio 27 Feb'24

Buy Bonds...Second Chance

Portfolio 26 Feb'24

Portfolio 23 Feb'24

It's Still Early in AI

Portfolio 22 Feb'24

Portfolio 21 Feb'24

Portfolio 20 Feb'24

Broad Market | Alpha Signal Analysis

Portfolio 16 Feb'24

Ultra-Easy Policy

Portfolio 15 Feb'24

Chicago Fed's Thoughts

Portfolio 14 Feb'24

An Overreaction?

Portfolio 13 Feb'24

Will We See A Quickening?

2024 Outlook | Monthly | Multi Asset

Portfolio 12 Feb'24

Portfolio 09 Feb'24

Are CPI Adjustments Positive?

Portfolio 08 Feb'24

Portfolio 07 Feb'24

Portfolio 06 Feb'24

A Brief History of Fed Chairs on 60 Minutes

Portfolio 05 Feb'24

It's a Strong Market

Portfolio 02 Feb'24

Productivity Growth -> Economic Growth

Portfolio 01 Feb'24

Portfolio 31 Jan'24

"Generative AI Will Scale"

Portfolio 30 Jan'24

Will we see a Dovish stance?

Portfolio 29 Jan'24

Model Portfolio | Curves

Portfolio 26 Jan'24

GDP: Did the Fed get it wrong?

Portfolio 25 Jan'24

Portfolio 24 Jan'24

Historically Tight

Portfolio 23 Jan'24

Is the Fed Overly Tight?

Portfolio 22 Jan'24

Will AI Fuel Energy Consumption?

Portfolio 19 Jan'24

Productivity Gains for Small Caps?

Portfolio 18 Jan'24

Differing Enthusiasms: Climate vs AI

Portfolio 17 Jan'24

Waller; Rate Cuts & Productivity Gains

Portfolio 16 Jan'24

Portfolio 12 Jan'24

Inflation: With or Without Seasonal Adjustments

Portfolio 11 Jan'24

Could it be Negative?

Portfolio 10 Jan'24

Rising Insurance Premiums

Portfolio 09 Jan'24

Will Energy Prices Impact CPI?

Portfolio 08 Jan'24

BLS - A History of Revisions

Portfolio 05 Jan'24

Normalisation of the job market

Portfolio 04 Jan'24

A January Rate Cut?

Portfolio 03 Jan'24

Portfolio 02 Jan'24

2024 Outlook | Yearly

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