2023.08.14 Weekly Notes
Goldilocks and the 3 Bears
Goldilocks and the 3 Bears
Ope, there goes gravity…
Bullish, but Vulnerable.
Market ‘vulnerability’ to be tested
Is Volmageddon in the room with us now?
Are we peaking yet?
No landing?
Short Europe conviction grows, BoJ intervention?
Shits getting ‘real’
Strong views loosely held
Fade the AI-bubble & DC resolution
NVDA: Notoriously Volatile Dreams Ascend