Stuck in the Middle

Share this post

Repressed and Impressed

stuckinthemiddle.substack.com

Repressed and Impressed

Equity valuation thoughts and a trade to avoid valuation compression risk

Mr. Blonde
Nov 12, 2021
6
9
Share this post

Repressed and Impressed

stuckinthemiddle.substack.com

Markets bounced harder than Mr. Blonde expected in October, particularly the recent short squeeze in low quality, high beta exacerbated by hedge fund gross exposure position reduction and another spe…

Keep reading with a 7-day free trial

Subscribe to Stuck in the Middle to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2023 Mr. Blonde
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing