2023.08.21 Weekly Notes
Bond vigilantes and The 5% Canary
Latest
2023.08.14 Weekly Notes
Goldilocks and the 3 Bears
2023.08.07 Weekly Notes
Ope, there goes gravity…
2023.07.31 Weekly Notes
Bullish, but Vulnerable.
2023.07.24 Weekly Notes
Market ‘vulnerability’ to be tested
2023.07.17 Weekly Notes
Is Volmageddon in the room with us now?
2023.07.11 Weekly Notes
Are we peaking yet?
2023.07.03 Weekly Notes
No landing?
2023.06.26 Weekly note
Short Europe conviction grows, BoJ intervention?
2023.06.19 Weekly Notes
Shits getting ‘real’
2023.06.05 Weekly Notes
Strong views loosely held
2023.05.30 Weekly Notes
Fade the AI-bubble & DC resolution