Stuck in the Middle
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Plot Twist
Stuck in the Middle goes dark
Dec 6, 2022
•
Mr. Blonde
77
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Plot Twist
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November 2022
A Momentum Moment
quite a moment in the momentum factor, something new or more of the same?
Nov 16, 2022
•
Mr. Blonde
57
18
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A Momentum Moment
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Thoughts & Observations
good news on inflation is an important first step, many more to go
Nov 13, 2022
•
Mr. Blonde
43
12
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Thoughts & Observations
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Know When to Fold 'Em
tactically neutral and regime refresh
Nov 1, 2022
•
Mr. Blonde
60
24
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Know When to Fold 'Em
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October 2022
3Q Earnings Season Stats
stock prices up, but low quality beat and guide lower
Oct 31, 2022
•
Mr. Blonde
58
15
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3Q Earnings Season Stats
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Tug of War
sentiment/positioning push while macro fundamentals pull
Oct 21, 2022
•
Mr. Blonde
69
21
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Tug of War
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Bounce Back
a testing couple of weeks but bear bounce still has life
Oct 13, 2022
•
Mr. Blonde
80
36
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Bounce Back
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Bounce or Breakdown?
as usual, bear markets leave few feeling satisfied
Oct 10, 2022
•
Mr. Blonde
57
21
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Bounce or Breakdown?
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Nothing is Free Forever
moving this commentary to paid subscription
Oct 3, 2022
•
Mr. Blonde
46
66
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Nothing is Free Forever
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September 2022
Bear Bounce?
conditions falling into place for another countertrend rally
Sep 30, 2022
•
Mr. Blonde
125
39
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Bear Bounce?
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Testing Times
Risk markets are retesting June lows and will test conviction
Sep 26, 2022
•
Mr. Blonde
120
33
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Testing Times
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Paid to Wait
goodbye TINA, cash is king
Sep 16, 2022
•
Mr. Blonde
169
35
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Paid to Wait
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