Stuck in the Middle

Stuck in the Middle

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Stuck in the Middle goes dark
Dec 6, 2022 • 
Mr. Blonde
79
60

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
Thoughts & Observations
good news on inflation is an important first step, many more to go
Nov 13, 2022 • 
Mr. Blonde
42
10
Know When to Fold 'Em
tactically neutral and regime refresh
Nov 1, 2022 • 
Mr. Blonde
60
24

October 2022

3Q Earnings Season Stats
stock prices up, but low quality beat and guide lower
Oct 31, 2022 • 
Mr. Blonde
58
15
Tug of War
sentiment/positioning push while macro fundamentals pull
Oct 21, 2022 • 
Mr. Blonde
69
21
Bounce Back
a testing couple of weeks but bear bounce still has life
Oct 13, 2022 • 
Mr. Blonde
80
36
Bounce or Breakdown?
as usual, bear markets leave few feeling satisfied
Oct 10, 2022 • 
Mr. Blonde
57
21
Nothing is Free Forever
moving this commentary to paid subscription
Oct 3, 2022 • 
Mr. Blonde
46
66

September 2022

Bear Bounce?
conditions falling into place for another countertrend rally
Sep 30, 2022 • 
Mr. Blonde
124
37
Testing Times
Risk markets are retesting June lows and will test conviction
Sep 26, 2022 • 
Mr. Blonde
120
32
Paid to Wait
goodbye TINA, cash is king
Sep 16, 2022 • 
Mr. Blonde
169
35
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