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Europe’s east can find some consolation despite the unprecedented economic damage wrought by Covid-19

00:01 - 17/08/20

 

 

Large speculative Dollar net positioning is at the *lowest level in years*

 

 

All US lowvol stocks (XSLV) lag the market by more than -30% in 2020

 

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Daniel Clifton - In 2016, stocks most levered to election outcomes were a better predictor of Trump's standing than the polls and models. This "pricing in" happens early in the year allowing for a "real-time" indicator of election odds. Trump is at 44% today, almost identical to Election Day 2016

 

 

India & #Brazil push world cotton stocks to high level

 

 

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