Archive - Stuck in the Middle

Stuck in the Middle goes dark

Dec 6, 2022 •

November 2022

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 •

October 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 •

Nothing is Free Forever

moving this commentary to paid subscription

Oct 3, 2022 •

September 2022

conditions falling into place for another countertrend rally

Sep 30, 2022 •

Risk markets are retesting June lows and will test conviction

Sep 26, 2022 •

goodbye TINA, cash is king

Sep 16, 2022 •

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