In Focus Trade Portfolio – July 4, 2019

Published on: July 5th, 2019

Following feedback from you, our subscribers, we have decided to add a new piece to the Macro Insider stable, which will include a table of outstanding recommendations, to be updated on the last business day of each month. We have decided to do this to make it easier to track the explicit, actionable and recommended investment conclusions as distinct from observations and comments about the general investment framework. In so doing we want you to be able to track the success or failure of specific trade ideas. Trade recommendations will come either in In Focus or in Flash Updates going forward. This publication is your ‘go-to’ to view a summary of trade recommendations proposed by Julian and Raoul in their respective In Focus pieces.