Stuck in the Middle | Mr. Blonde | Substack

working off oversold conditions, but don't lose sight of EPS headwind

New Top Community

Relief rally, but now what?

Jun 5

oversold conditions, bearish sentiment, and shift in positioning leave markets vulnerable to good news

May 23

Conditions in place for some relief after difficult stretch

May 10

Stock and bond vigilantes are in an epic cage match...stocks usually force submission

Apr 25

More signs we are entering the next phase of cycle, stay defensive

Mar 31

More reasons to be concerned and a study of where to focus for stagflation regimes.

Mar 6

Trading tactics, but core view is unchanged as challenges remain firm.

Feb 22

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