Where are we now

Published on: June 21st, 2018

Raoul looks back over some of his trades and investments, updates us on his views and makes a few tweaks…


  • CL
    Charl L.
    21 June 2018 @ 11:09
    Knowing that you tend to be way early I sat on my hands. How would you adjust the trades if you had to put them on now ?
  • CH
    Chris H.
    21 June 2018 @ 15:51
    Would you discuss position sizing? Maybe not specifics but your general parameters?
    • BB
      Brooks B.
      31 July 2018 @ 13:27
      Watch the second part of the latest Insider Talks.
  • RG
    Remi G.
    21 June 2018 @ 17:30
    What do you think of the SOLARO index to include Nuclear components in July? How will try impact URA ETF position? https://sightlineu3o8.com/2018/05/the-global-x-uranium-etf-resets-their-expectations/
    • TM
      The-First-James M.
      26 June 2018 @ 14:01
      One possible alternative to URA after the recent non-mining additions could be London-listed GCL, which is a closed end fund/investment trust.
    • JS
      John S.
      23 June 2018 @ 06:36
      URA seems to be already adding nuclear components. No longer a good representation of uranium miners
    • RG
      Remi G.
      21 June 2018 @ 17:33
      Sorry SOLURA index
  • BC
    Brent C.
    21 June 2018 @ 18:38
    Raoul, considering your long term view on India, have you given a look at TATA at all? I've seen some fairly positive reviews regarding the Jaguar I Pace. Overall sales in India grew high double digits in 18. Here in the US, the other auto co's have seemed to catch bids. Even everyone's favorite electric short... TATA seems left for dead.
    • BC
      Brent C.
      21 June 2018 @ 18:42
      *should read "fiscal 18"
  • bb
    brian b.
    22 June 2018 @ 04:46
    thanks for update. i dont know why you didnt stop out on URA, i did, at 12$. Jim Grant is interested in this too.
  • BA
    Bob A.
    22 June 2018 @ 09:31
    An additional tailwind for the USD will likely be the economic and political issues in Italy and other parts of Europe which will inevitably push the Euro down and result in a higher USD. I think the USD rally has some long legs and will surprise many in how fast it surges once Europe's woes grow deeper and more public. Raoul, like you I can't wait for the fun. :-)
    • DW
      Daniel W.
      25 June 2018 @ 11:19
      Unfortunately there is no editing button. When I said "next month" I meant "next months"...
    • DW
      Daniel W.
      25 June 2018 @ 11:18
      Let's wait for what happens on this weeks EU summit. As far as it stands now Merkel is moving way beyond her red lines to reach conslusion with Macron and also Italy. I agree this will turn out EUR negative, but that could be years from now whereas - if Merkel suceeds on Thursday and Friday . the next month could very well be EUR positive.
  • AS
    Armando S.
    22 June 2018 @ 17:04
    "I shorted Dec 2018 WTI OilFutures on May 28that around $68." Hmm, I shorted Dec 2018 WTI on the 28th as well, but don't remember it being as high as $68 that day (my avg price was $64.56). It was $68 on March 25th (the date on the chart you showed in that piece). Are you sure you're using a price that was tradable after publication? At any rate, as of today w/ the Opec announcement--we're at $65.6--about 1% down since publication. Nothing really happening yet...
  • FM
    Fraser M.
    28 June 2018 @ 05:11
    One of the things that disappoints me about Macro Insiders is that Raoul and Julian take little or no time to answer questions or provide follow-up information in the comments section (see below - not one answer). Some time ago I asked Julian for the chart showing the relationship between VXN/VIX spread and the S&P500 because I couldn’t replicate it myself (Julian had stated that the spread was a leading indicator of S&P). Nada.
  • LD
    Len D.
    28 June 2018 @ 19:27
    When was this released to your subscribers? I have trouble reading week week old trading advice when prices of oil are up from 63 to 73. Real vision has some many undifferentiated products that I find your Real Vision Today more of an advertisement than information on the product I have purchased. This was a very weak report. Most of the information was market oriented which I have already seen. Maybe I just missed the earlier release. Len D