Below fast market update courtesy of Rareview Macro LLC a.m. edition of global macro strategy commentary “Sight Beyond Sight"; MarketsMuse is re-publishing this extract no more than 10 minutes of current subscribers receipt..Our thanks to the folks at Rareview! • New Position: Long Canadian Dollar versus Short Swiss Franc (CAD/CHF)…Read More

MarketsMuse editor note: below insight courtesy of Rareview Macro LLC’s global macro strategy newsletter “Sight Beyond Sight” is a great read for investment professionals who want to start off 2015 on the right leg.   [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] Wrong Way First ("WWF") Trading An astute…Read More

Below excerpt is courtesy of today’s Rareview Macro a.m. edition of global macro strategy commentary “Sight Beyond Sight”… Crude Oil The professional community is honing in on to two crude oil observations overnight - one "temporary" and one "transitory". Ali Al-Naimi, Saudi Arabia's oil minister, said the global economic slowdown…Read More

Below is excerpt only from today's edition of macro-strategy commentary courtesy of Rareview Macro LLC publication "Sight Beyond Sight" [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] Firstly, the Stock Exchange of Thailand SET Index (symbol:  SET) is showing the largest negative and the Dollar-Rupiah (USD/IDR) is showing the…Read More

Below excerpt from Dec 10 edition of global macro strategy newsletter “Sight Beyond Sight” includes insight for those tracking events in Asia and China-related ETFs. When scrolling to the bottom of this post, MarketsMuse readers will appreciate why we regularly cite the Sight Beyond Sight newsletter—the conclusion of this post…Read More

Below excerpt from a.m. edition of Sight Beyond Sight, is courtesy of global macro think tank, Rareview Macro LLC [caption id="attachment_1904" align="alignleft" width="200"] Neil Azous, Rareview Macro LLC[/caption] New Strategy - Short Gold vs. Long Silver This morning we sold 3000 GLD 12/20/14 P112 at .63 to close. We rotated…Read More

MarketsMuse Editors Note: Giving credit when due and in connection with below excerpt, MarketsMuse extends a “shout-out” to UK-based publication CampdenFB, one of several ‘banners’ serving the family office universe and operated under the Campden Wealth media umbrella. "....With such pitiful returns, is it any wonder why global macro investing…Read More

Below extract courtesy of a.m. edition of "Sight Beyond Sight", the global macro trading commentary published by Stamford, CT-based macro strategy think tank Rareview Macro LLC. "...For most of the second half of the year we have seen a surging dollar, and a falling euro.  Nothing seems to be coming…Read More

Below excerpt courtesy of Hedge Fund Insight Nov 17 2014 by Neil Azous Managing Member of Rareview Macro LLC Most of us hand over dollar bills every day without ever really looking at them very closely. They are too familiar. But if you pause to look closely at the one…Read More

A MarketsMuse special update, courtesy of compiling various columns from Bloomberg, ETF.com, Fortune and a special treat: this piece was sponsored by Mr. Chow's! (see below) After much fanfare, the "Shanghai-Hong Kong Stock Connect" is officially connected and ostensibly, this will be the link between brokers, dealers, ETF Issuers and…Read More

MarketsMuse coverage courtesy of out takes from a.m. edition of commentary produced by global macro trading guru Neil Azous, principal of macro-strategy think tank Rareview Macro LLC.. Editors Note: Aside from the prescience of "Sight Beyond Sight" outlooks throughout the past year (including select/specific and since successful trade ideas i.e.…Read More

Below is excerpt from opening lines of today’s edition of “Sight Beyond Sight”, the macro-strategy commentary courtesy of Stamford, CT-based think tank Rareview Macro LLC. Our thanks to firm principal Neil Azous for the following observations. [caption id="attachment_1904" align="alignleft" width="130"] Neil Azous, Rareview Macro LLC[/caption] Model Portfolio Update:   Significantly…Read More

Below commentary is courtesy of extract from a.m. edition of today's Rareview Macro's "Sight Beyond Sight" A Simple View:  US Dollar, Gold, SPX, UST's [caption id="attachment_1904" align="alignleft" width="143"] Neil Azous, Rareview Macro LLC[/caption] The objectives we have laid out continue to materialize across the themes we are focused on. The…Read More

Global macro trading perspective courtesy of Rareview Macro Nov 3 edition of Sight Beyond Sight. MarketsMuse Editor Note: Rareview Macro's model portfolio has gained 16.5% YTD, during which time the majority of macro-style funds have returned less than 5% on average, illustrating why this newsletter is more than just a…Read More

MarketsMuse update courtesy of extract from Bloomberg LP Elena Popina and Jackie Klauberg Что ты собирáeшься дéлать с таки́ми больши́ми деньгáми? (translation: What are you going to do with all that money?) Investors are piling into the biggest exchange-traded fund tracking Russian equities at a record pace as the cheapest…Read More

Below excerpt is closing conclusion courtesy of Oct 28 edition of Rareview Macro LLC publication "Sight Beyond Sight" [caption id="attachment_1904" align="alignleft" width="200"] Neil Azous, Rareview Macro LLC[/caption] The Federal Reserve (FED) will make its policy announcement tomorrow. The Bank of Japan (BoJ) will make its statement at the end of…Read More

Below extract from this a.m. edition of "Sight Beyond Sight", the global-macro strategy insight courtesy of Stamford, CT-based, macro strategy "think tank" Rareview Macro LLC Blood on the Streets Provides Counter-Trend Trading Opportunities • Our 30,000 Foot Takeaways • Model Portfolio Update: Closed EUROSTOXX and Dow Jones Index Short •…Read More

MarketsMuse Editor Note: At risk of pounding the table too frequently by pointing to global macro strategy think tank "Rareview Macro" and their high-frequency of prescient postulating...the below excerpt from this a.m.'s edition of Rareview's Sight Beyond Sight illustrates why this analyst is become the analyst ..For those confused by…Read More