youtube Investors Face Imminent Trouble From This SP500 Move | We Just Got a Big Warning From Credit Markets youtube 05/18/2023 3 comments Post navigation 29 (0) 0 0 Thanks for sharing your feedback! What didn't you like? cancel reply Comment * Post Comment Create an account to access more features or log in if you are an existing member Cancel replySign Up Log in 3 comments (4) 4 Veejay Mali says: 05/18/2023 How come you have not taken any meaningful short position even though the Mkt is 10% higher from your initial call to downward move? Log in to Reply (0) 0 Palmer says: 05/18/2023 You wait until the market is done and get some confirmation it is going down Log in to Reply (0) 0 Mario Giganti says: 05/20/2023 Do you share a macro overlay or outlook that informs your present asset allocation? I am new. I understand the positioning of the model and why – I see you supporting hard landing as base case. Lots of details which is great – but want to zoom out. Where do I find that? Log in to Reply
youtube Investors Face Imminent Trouble From This SP500 Move | We Just Got a Big Warning From Credit Markets youtube 05/18/2023 3 comments
How come you have not taken any meaningful short position even though the Mkt is 10% higher from your initial call to downward move?
You wait until the market is done and get some confirmation it is going down
Do you share a macro overlay or outlook that informs your present asset allocation?
I am new. I understand the positioning of the model and why – I see you supporting hard landing as base case.
Lots of details which is great – but want to zoom out. Where do I find that?