Another great issue, Brent - I really liked the chart on S&P Futures Short Positioning, looking like folks shorting $SPX may get their faces ripped off if JPow comes in with dovish comments next week. Also, appreciate the essay Optimism + Footwork, reminds me of an old saying I once heard: "When you move, God moves with you." Keep up the great work, as your Substack is one of the few I always look forward to reading every week - thank you!
Not sure how I found this (think it might have been The Blind Squirrel) but I now look forward to it every week. Link out to the article on Optimism was awesome and just made my day. Thank you!
Friday Speedrun: July 21, 2023
Blockbuster. ;-)
The Microsoft graph was absolutely brilliant! Thank you!
Another great issue, Brent - I really liked the chart on S&P Futures Short Positioning, looking like folks shorting $SPX may get their faces ripped off if JPow comes in with dovish comments next week. Also, appreciate the essay Optimism + Footwork, reminds me of an old saying I once heard: "When you move, God moves with you." Keep up the great work, as your Substack is one of the few I always look forward to reading every week - thank you!
Not sure how I found this (think it might have been The Blind Squirrel) but I now look forward to it every week. Link out to the article on Optimism was awesome and just made my day. Thank you!
boring like these products. ...made my day
GBTC looks like SPUT....