GTI 200
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Spreading the Love
Issue 78; * Technology rebounds, large-caps and defensives ease back. * Slump in Emerging Markets. * What don’t we know about
GTI 200
The free weekly newsletter delivering the key trends from world’s 200 largest stocks, with specific commentary on the most interesting situations.
Latest
GTI 200
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Wafer Thin
Issue 77; * Market breaks higher on a weaker dollar. * Utilities nosedive. * Rotation continues, but the leaders bounce. “Global Trends tracks
The Invisible Rotation
Issue 76; * Dollar drop lifts world index * AI trade weakens tech, while software and defensives rise * The rotation drives Bear
GTI 200
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Rates Surge
Issue 75; * Financials take the lead as yields rise. * Insurance companies are in the sweet spot. * The jaws keep closing.
GTI 200
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Value Rebounds
Issue 72; * Europe enjoys a relief rally. * Life Sciences leads Healthcare higher. * Asia under pressure. “Global Trends tracks where global
GTI 200
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Rotation Continues
Issue 71; * Rotation towards US rate-sensitive stocks * Tech hardware wanes * Time for REITs, insurance, defensives, healthcare “Global Trends tracks
Peace Without Ships
Issue 70; * Market breadth in leadership drops to another new low as computer hardware dominates * Energy setback on peace deal
Peace Triggers Rotation
Issue 69; * Peace in Iran sees oil fall, while gold bounces * Major rotation as the weakest stocks bounce * Asia struggles
GTI 200
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The Dollar Bull
Issue 68; * The dollar surge rattles the market. * Tech hardware pulls back from the skies. * Korea has been super strong,
GTI 200
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Flying on Semiconductors
Issue 67; * The SOX looks like a bubble. * Momentum is extreme outside of Europe. * Indonesia slumps as MSCI excludes many
