Markets, macro, socionomics and charts galore. Hunting for based tops and bottoms that generate outsized profits.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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basedmoney.substack.comLatest Issues
Sell America, Buy China
Do elections matter for U.S. markets now?
China is the key market for emerging markets because of direct exposure, but also for economic demand. The signal to watch is not necessarily bullish in the short-term. Initially, China should be p...
Republican Voters Punish Trump & GOP
They turned out...
Anyone who doesn’t tell you the midterm election doesn’t boil down to the Iran war and the economy is a fool or a liar.
Still Waiting, But Now It’s Interesting
For any new readers, we are long-term investors here, but we go bearish when the time is right or take shots when the market presents them. Generally only trade the short side opportunities, but in a bear, the market rallies are also “beari...
Refinery Stocks
Where it’s at
Valero has topping signals on all three major time-frames and has since turned off on all.
Cycles Within Cycles? Seasonality Favors Bulls
The bullish case for the market based on seasonality and election effects. Some discussion of likely election outcomes given current polling.
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Trump’s term:
With rough annual gains. The market feels much more bullish than it a...
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Authors
The writers behind this newsletter.
Value investor with a bearish temperament At CEO.CA: https://ceo.ca/@luozhen
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