Stuck in the Middle | Mr. Blonde | Substack

Stuck in the Middle goes dark

Dec 6, 2022 •

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A Momentum Moment

quite a moment in the momentum factor, something new or more of the same?

Nov 16, 2022 •

Thoughts & Observations

good news on inflation is an important first step, many more to go

Nov 13, 2022 •

Know When to Fold 'Em

tactically neutral and regime refresh

Nov 1, 2022 •

3Q Earnings Season Stats

stock prices up, but low quality beat and guide lower

Oct 31, 2022 •

sentiment/positioning push while macro fundamentals pull

Oct 21, 2022 •

a testing couple of weeks but bear bounce still has life

Oct 13, 2022 •

Bounce or Breakdown?

as usual, bear markets leave few feeling satisfied

Oct 10, 2022 •

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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