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The Contrarian Market

By: Altegris Research (Curators) on 8/19/22 2:00 PM

Weekly Round-Up
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Weekly Round-Up: Issue 081922

 
SENTIMENT

Five Not-Quite-Impossible Things the Market Believes | WSJ

 

 
PROOF OF STAKE ETH

The Merge | AVC

 

 
VISION FUND

SoftBank Vision Fund Drew Big Persian Gulf Investors. Their Bets Are Floundering | WSJ

 

 
WE_V2

Investing in Flow | a16z

 

 
CTAs

With Commodity Prices Down, Are CTAs/Trend Followers Getting Crushed? | CAIA

 

 
60/40 DIVERSIFIERS

Investment Strategy Report: Wells Fargo August 2022 | Wells Fargo

 

 
Recession Watch 2022

Why a Recession Would Likely Be Mild | Goldman Sachs

 

 
ENERGY

Natural gas price volatility reached an all-time high in first-quarter 2022 | EIA

 

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