July 7, 2022 - Notes From the Rabbit Hole

What about Goldilocks? These stocks are in bottoming postures

With all the talk of commodities lately, let's not forget Growth/Tech The inflation trades were due for an oversold bounce (at least). But before I started buying back some commodity…

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July 7, 2022

Commodities

Commodities: Bounce or something more?

Commodities have been corrected hard, generally to support It is amazing how compressed the cycles are in the markets these days. But maybe it's not so surprising when you consider…

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July 7, 2022