2023.09.04 Weekly Notes
Bad news is Good news, right?
Bad news is Good news, right?
MonPolVol is here to stay
Bond vigilantes and The 5% Canary
Goldilocks and the 3 Bears
Ope, there goes gravity…
Bullish, but Vulnerable.
Market ‘vulnerability’ to be tested
Is Volmageddon in the room with us now?
Are we peaking yet?
No landing?
Short Europe conviction grows, BoJ intervention?
Shits getting ‘real’