SOTM Themes 8/16

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Commentary, SOTM Themes and Current Recommended Strategies

SOM: Key Opportunities On The Path to Net-Zero Part 3: The Building Of A Renewable Grid

SOM: Key Opportunities On The Path to Net-Zero Part 3: The Building Of A Renewable Grid

SOM: Key Opportunities On The Path to Net-Zero Part 3: The Building Of A Renewable Grid

SOM: Key Opportunities On The Path to Net-Zero Part 2: Three Observations From Texas

SOM: Key Opportunities On The Path to Net-Zero Part 2: Three Observations From Texas

SOM: Key Opportunities On The Path to Net-Zero Part 2: Three Observations From Texas

SOM: Key Opportunities On The Path to Net-Zero Part 1

SOM: Key Opportunities On The Path to Net-Zero Part 1

SOM: Key Opportunities On The Path to Net-Zero Part 1

Opportunities

State Of the Markets: The Biden Agenda Unleashed

State Of the Markets: The Biden Agenda Unleashed

State Of the Markets: The Biden Agenda Unleashed

State Of the Markets: The Rise Of Inflation Risk

State Of the Markets: The Rise Of Inflation Risk

State Of the Markets: The Rise Of Inflation Risk

State of The Markets: The US After Trump And COVID

State of The Markets: The US After Trump And COVID

State of The Markets: The US After Trump And COVID

SOM: Trade Update And The Macro Theme Of Bidenomics

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SOM: Strategies For Covid-19--Part 2: A U-Shaped Recovery Not A "V"

SOM: Strategies For Covid-19--Part 2: A U-Shaped Recovery Not A "V"

SOM: Strategies For Covid-19--Part 2: A U-Shaped Recovery Not A "V"

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SOM: Current Recommended Trades

SOM: Current Recommended Trades

SOM: Current Recommended Trades

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SOM: Buy CDX Protection--Credit Is Rich

SOM: Buy CDX Protection--Credit Is Rich

SOM: Buy CDX Protection--Credit Is Rich

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Trade Updates And Recommended Portfolio

Trade Updates And Recommended Portfolio

Trade Updates And Recommended Portfolio

Macro Commentary: Trade Update

Macro Commentary: Trade Update

Macro Commentary: Trade Update

SOM: Best Long And Short Trades--2022 Q4 (Updated)

SOM: Best Long And Short Trades--2022 Q4 (Updated)

SOM: Best Long And Short Trades--2022 Q4 (Updated)

Weekly Commentary: Update On Recommended Trades

Weekly Commentary: Update On Recommended Trades

Weekly Commentary: Update On Recommended Trades

Weekly Commentary: Buy Curve Caps, Cheap Higher Rates Trade

Weekly Commentary: Buy Curve Caps, Cheap Higher Rates Trade

Weekly Commentary: Buy Curve Caps, Cheap Higher Rates Trade

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SOM Macro Strategies

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