Why I am Still Short US Equities
Well, I am still short US equities, though, by the end of the week, I may be alone in this recommendation. Other analysts recommended shorting equities have been tarred, feathered, and forced to retract their advice in the face of the continued rally in equities. I’ve had a few of my clients questioning my sanity as well. So, why am I still short?
Buy S&P Puts—Equity Rally Overdone
My last piece on buying S&P puts
Update On Performance and Updated Trades
Download report SOM Macro Commentary Trade Performance June 9 2023 … Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password
Biden Part 2 and New Trades
SOM-Biden-Corproate-Tax…Part-2-final.p … Become a member to read the rest of this article
Normalization Means A “New Normal” Of Higher Rates
SOM Macro Commentary March 9th… Become a member to read the rest of this article
