Hates to win and loves to lose.
Columbus Ohio
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We spend an incredible amount of time trying to predict exactly which path the economy will take.
But what if several different paths eventually take us to the same place?
Right now, I see two major scenarios.
aaoresearch.substack.com/p/t…
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We spend an incredible amount of time trying to predict exactly which path the economy will take.
Inflation or recession? Higher rates or lower rates? Commodities or stocks?
But what if several different paths eventually take us to the same place?
aaoresearch.substack.com/p/t…
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Against All Odds Research retweeted
High Beta is set to close at new all-time highs relative to Low Volatility, while Consumer Staples are making new all-time lows relative to the S&P 500.
Nobody wants to own the "safe" stocks.
Read the full note in today's Morning Print. 🌤️
thechartreport.com/TheMornin…
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Against All Odds Research retweeted
All Gas No Brakes Ep 13 nitter.net/i/broadcasts/1XxygwYNn…
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They say hearing voices in your head is a bad sign.
Unless you’re a trader.
Then it’s called risk management.
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Against All Odds Research retweeted
Tokenization is coming for the ETF business. Don't say @haumicharts didn't warn you.
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New video:
Did the Fed Do Enough? piped.video/live/7_NYQD51dUo…
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Against All Odds Research retweeted
Thats it-they dont-the can sit thru 40-60% drawdowns and then hope the market comes back. Most dont remember 1968-1982 where the market went sideways and showed no return-
I watch CNBC "expert" money managers averaging down in many different stocks. How do they risk manage doing that?
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Against All Odds Research retweeted
risk management is the most important factor of trading-
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Against All Odds Research retweeted
Did the Fed Do Enough? nitter.net/i/broadcasts/1rxmqpnZr…
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Against All Odds Research retweeted
🚨 Live at 10am NYC.
Today on Holy Macro, @kashyap286 and I break down what the bond market is telling us that the Fed isn't.
The Fed gets a vote. Price gets the veto.
See you live in 30.
piped.video/watch?v=7_NYQD51…
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We are live!
🚨 Live at 10am NYC.
Today on Holy Macro, @kashyap286 and I break down what the bond market is telling us that the Fed isn't.
The Fed gets a vote. Price gets the veto.
See you live in 30.
piped.video/watch?v=7_NYQD51…
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