2023.05.01 Weekly Note
He bought? Dampeet!
Latest
2023.04.11 Weekly Note
Don’t Stop, (Dis)believin’
2023.03.27 Weekly Notes
Aversion-Reversion to continue?
2023.03.20 Weekly Notes
The Aversion-Reversion trade…
2023.03.13 Weekly Note
Cash is not trash
2023.03.06 Weekly Notes
Expect volatility to bounce back
2023.02.27 Weekly Notes
The Dollar Blackhole
2023.02.20 Weekly Note
Notable change in sentiment
2023.02.13 Weekly Note
No where to hide but the Dollar
2023.02.05 Weekly Note
A very questionable rally
2023.01.30 Weekly note
Risk rally skating on thin-ice
2023.01.21 Weekly Note
Bearish narratives now lacking