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Plot Twist
Stuck in the Middle goes dark
Dec 6, 2022
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Mr. Blonde
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Plot Twist
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A Momentum Moment
quite a moment in the momentum factor, something new or more of the same?
Nov 16, 2022
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Mr. Blonde
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A Momentum Moment
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Thoughts & Observations
good news on inflation is an important first step, many more to go
Nov 13, 2022
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Mr. Blonde
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Thoughts & Observations
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Know When to Fold 'Em
tactically neutral and regime refresh
Nov 1, 2022
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Mr. Blonde
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Know When to Fold 'Em
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3Q Earnings Season Stats
stock prices up, but low quality beat and guide lower
Oct 31, 2022
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Mr. Blonde
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3Q Earnings Season Stats
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Tug of War
sentiment/positioning push while macro fundamentals pull
Oct 21, 2022
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Mr. Blonde
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Tug of War
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Bounce Back
a testing couple of weeks but bear bounce still has life
Oct 13, 2022
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Mr. Blonde
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Bounce Back
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Bounce or Breakdown?
as usual, bear markets leave few feeling satisfied
Oct 10, 2022
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Mr. Blonde
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Bounce or Breakdown?
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Stuck in the Middle
macro equity market reflections, thoughts, and trades
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