Whats Wrong, page-23

Hi Loki and all,

I don't have a long history with Hedgeye and, like you, have only been following them closely in recent months.

I have been aware of them for sometime, however, from my RV and other subscriptions.

I am continuously trying to build a toolkit of resources that will, hopefully, provide early signalling of macro trends that can then be applied to individual investments. These chop and change as one or another service underwhelms or I try a new one. At present I subscribe to:


Real Vision - all services including the various written reports

Hedgeye - US based daily macro analysis using rate of change in data to categorize where macro conditions are heading

MSA - Momentum Analysis for various asset classes to provide leading signals (ahead of price signals) both up/ down

NFTRH - A solid technical analysis service for a wide range of asset classes with a long FA bias (but pragmatic) to precious metals

GANN - A service using historical market analogues and GANN cycles to estimate probabilities/ similarities of what markets may do vs. history

Exploration Insights - Early stage exploration recommendations from, arguably two of the better geologists in the business

Felder Report - FA and TA analysis from a very solid retired Fund Manager


In addition there is endless listening/ reading of data, services, etc including free ones like macrovoices.com, the Market Huddle, MacroTourist, Market Anthropology, etc, etc.


Re Hedgeye ... so far so good IMO despite his Jan 2019 shorts being out of the money for now.

Cheers
John