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Journal Thur Nov 18
Another day in the trenches
Trades Going to load up on Snapchat. Capitulation on Baltic Dry index combined with monster guidance out of Macys makes me sympathetic to supply chain β¦
Index
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Daily Notes / Pre Market thoughts
Responding to China data etc etc
Trades I like owning EM today on the other side of some dow futures. Boeing not going to lift Dow again today, if anything weβre going to have β¦
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Mid Nov Market Update
Thinking about best risk reward opportunities
General Market Take The week got started out with god awful Japanese data, and the drumbeat of war in eastern Europe. Given absurd β¦
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New Beginnings
Here I detail some analysis of newsflow over the last week and where I see best risk reward going into the start of the year
Analysis / Thought The core theme coming out of the β¦
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Common Stocks and Uncommon Profits
Common Stocks and Uncommon Profits gets frequently recommended to me by top performing equity managers. Itβs 15 rules for evaluating growth stocks. I read it and summarized it. β¦