Stuck in the Middle
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Stuck in the Middle goes dark
Dec 6, 2022
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Mr. Blonde
79
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A Momentum Moment
quite a moment in the momentum factor, something new or more of the same?
Nov 16, 2022
•
Mr. Blonde
57
18
Thoughts & Observations
good news on inflation is an important first step, many more to go
Nov 13, 2022
•
Mr. Blonde
42
10
Know When to Fold 'Em
tactically neutral and regime refresh
Nov 1, 2022
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Mr. Blonde
60
24
3Q Earnings Season Stats
stock prices up, but low quality beat and guide lower
Oct 31, 2022
•
Mr. Blonde
58
15
Tug of War
sentiment/positioning push while macro fundamentals pull
Oct 21, 2022
•
Mr. Blonde
69
21
Bounce Back
a testing couple of weeks but bear bounce still has life
Oct 13, 2022
•
Mr. Blonde
80
36
Bounce or Breakdown?
as usual, bear markets leave few feeling satisfied
Oct 10, 2022
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Mr. Blonde
57
21
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Stuck in the Middle
macro equity market reflections, thoughts, and trades
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