October 19, 2018 - Notes From the Rabbit Hole

Market Indicators / Notable Public Posts

SPX/Gold, 30yr Yields & Yield Curve – Amigos 1, 2 & 3 Updated

We began the Amigos theme last year in order to be guided by the goofy riders during the ending stages of a cyclical, risk-on phase that was not going to…

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October 19, 2018

Cannabis

No Longer Long the Pot Bubble… Man

With a 79% profit-take on the remaining shares of CVSI (after a minor loss taken on GWPH yesterday) I am now out of this over valued sector... man. I think…

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October 19, 2018

Stock Market

Macro Tourist on US/China

I like the way Kevin Muir writes. I like the pictures he uses with the funny captions, and I like the things he writes because these things betray a thinking…

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October 19, 2018