Weekly Note 2022.09.12

To the moon…

Weekly Note 2022.09.05

The Great Adjustment

Weekly Note 2022.08.29

The pivot that never was…

Weekly Note 2022.08.22

Energy pains coming out of the Fall

Weekly Note 2022.08.15

We’re still in a bear market, right?

Weekly Note 2022.08.08

Tightening financial conditions… Hello?

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