By Greg Bordelon
Published on June 1, 2025 at 7:23 PM
For the week ended 5/30, the model portfolio was up 6 basis points on gross market value (GMV). Year to date, the book is up 572 bps on GMV. Source: Bloomberg, Sankey Research Regards, Greg Bordelon
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By Greg Bordelon
Published on June 1, 2025 at 6:00 PM
Summary Putting TACO to pasture China & US Fuel Demand OPEC+ Unwind Third Time is the Charm Performance For the week ended 5/30, the model portfolio was up 6 basis points on gross market value (GMV). Year to date, the book is up 572 bps on GMV. Source: Bloomberg, Sankey Research Now that the TACO Trade terminology has gone mainstream, it is starting to feel just a little bit like the market is paying less …
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By Greg Bordelon
Published on May 25, 2025 at 7:00 PM
For the week ended 5/23, the model portfolio was up 93 basis points on gross market value (GMV). Year to date, the book is +565 bps on GMV. Source: Bloomberg, Sankey Research Regards, Greg Bordelon
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