Archive

Clear The Mechanism…Portfolio Manager Talking Points

Posted on January 25, 2021

The Feasury Won This Week…You Just Had The Wrong Position

Posted on January 22, 2021

Don’t Fight The Feasury…It’s Just That Simple

Posted on January 19, 2021

Update of Themes We Are Watching…New Talking Points

Posted on January 14, 2021

Bitcoin, Tesla, US Dollar All That Matters Today…US Interest Rate Regime Shift

Posted on January 11, 2021

US Dollar Shorts Nervous…Next Leg of Equity Buyers Coming

Posted on January 8, 2021

2021 Starts Off With Straight-Line Extrapolation…Portfolio Construction Discussion

Posted on January 4, 2021

Thoughts for Next Year…Portfolio Manager Talking Points

Posted on December 14, 2020

Counter-Trend Talking Points Emerge for First Time…Not Strong Enough Yet

Posted on December 7, 2020

We Are Well Above The Speed Limit…New Trades

Posted on December 3, 2020

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