Motortion The market action has turned decisively bullish with the S&P 500 (NYSEARCA:SPY) up over 13% from its June cycle low. What we’re seeing is a shifting narrative where the major macro headwinds from the […]
Mario13 Dear Partners and Friends, In the second quarter of 2022, Maran Partners Fund returned -15.7%, net of all fees and expenses, bringing our year-to-date performance to -25.3%. Over the past five years, the partnership […]
USD/JPY Analysis and Talking Points USD/JPY Sell-Off Exacerbated by Technical Driven Momentum Falling Bonds Yields Benefit Low Yielding Yen JPY: The sharp correction lower in USD/JPY extends further after key technical barriers had been breached, […]
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