3min chapter

The Compound and Friends cover image

The Game Has Changed

The Compound and Friends

CHAPTER

Is There a Signal in the Dollar?

The dollar is what the S&P is in the mirror. So I think the stocks that are driving the dollar or just general sentiment. What probability would you place on the dollar having topped for the cycle in September? I'd say close to 70%. And one of the interesting things, so we monitor the CFTC positioning within the futures market.

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