Weekly Note 2022.08.08
Tightening financial conditions… Hello?
Latest
Weekly Note 2022.08.01
Taking stock of the Fed and Markets
Weekly Note 2022.07.25
Sidewinder markets
Weekly Note 2022.07.18
Going full bear on Recession and Earnings risks
Weekly Note 2022.07.11
Cautiously bullish…
Weekly Note 2022.07.04
Recession fears overblown
2022.06.27 Weekly Note
Bullish sentiment towards EOQ flows and July seasonals
2022.06.20 Weekly Note
Risk is very very oversold…
2022.06.13 Weekly Note
Let’s get Tactical, Let me hear your Trades talk…
2022.06.05 Weekly Note
Recession still likely to be a 2023 story
2022.05.30 Weekly Note
Inflation and volatility easing…
2022.05.23 Weekly Note
Shortest bear-market ever?