Market Noise & Narratives Prove Deafening: Discipline!
After 2 trading days having concluded for the week, and despite the seemingly unchanged level in the S&P 500...
Recent Research Reports
Recent Forum Activity
Francene Frayer became a registered member 4 hours, 58 minutes ago
Seth Golden and
Adtrader are now friends 19 hours, 56 minutes ago
Seth Golden posted an update 1 day, 17 hours ago
MS Econ Team estimates from April through July the US consumer built up a cumulative $12.5tr (annualized) in excess savings (savings above the monthly pre-Covid…Seth Golden posted an update 1 day, 17 hours ago
We have seen a lot of data from various prime brokers that hedge fund net exposure is at 2 year 100%tile levels. The below chart from JPM shows the same thing in another way – and also the massive rapid rise in nets during the past few months.
Adtrader
