Stuck in the Middle

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Mr. Blonde
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A Momentum Moment
quite a moment in the momentum factor, something new or more of the same?
 • 
Mr. Blonde
18
Thoughts & Observations
good news on inflation is an important first step, many more to go
 • 
Mr. Blonde
11
Know When to Fold 'Em
tactically neutral and regime refresh
 • 
Mr. Blonde
24
3Q Earnings Season Stats
stock prices up, but low quality beat and guide lower
 • 
Mr. Blonde
15
Tug of War
sentiment/positioning push while macro fundamentals pull
 • 
Mr. Blonde
21
Bounce Back
a testing couple of weeks but bear bounce still has life
 • 
Mr. Blonde
36
Bounce or Breakdown?
as usual, bear markets leave few feeling satisfied
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Mr. Blonde
21
Stuck in the Middle
Stuck in the Middle
macro equity market reflections, thoughts, and trades
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Stuck in the Middle

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