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Andreas Steno – A Macro Framework: Regime Indicators & Beta-Trackers

Opto Sessions – Invest in the Next Big Idea

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Steno Signals Macro Asset Allocation Framework

January has been a great example of the Gongho macro regime. Liquidity has gone up due to a couple of technical reasons in the US. Inflation has vained throughout the month. I think that's safe to say with the amount of indicators out now. Growth rebounded slightly in January due to the positive impulse from the reopening of China. An equity space is one of the very few research shops because we track these elements on a timely manner.

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