Shorting Through the Cycle
From White Monkey to Project Shitadel Freddy Brick has been with Muddy Waters since 2014, but he got there in a fairly roundabout way. He graduated into the 2009 European job market. At one point, he was down to a final-round interview at Bank of America, only to find himself competing with candidates flying in…
Mean-reversion is imminent…
Last week, we showed the 1 chart to rule them all. It was the chart of Q4/Q1 of 2021/2022 overlayed with the current market tracking almost perfectly. Since then, this year has tracked reasonably well (shocking…). If the comparison holds, then the selling starts this week when everyone gets back from vacation. Though, we’re willing…
A Boomers Perspective
We are going to start by beating a dead horse here as breadth continues to deteriorate… https://x.com/sentimentrader There are times to be long, and times to step away. We’re in the process of stepping away, continuing our harvest… Since the stock market has become an AI market, (NVDA and not much else—anyone even remember SMCI??)…
June 9, 2024, Vol. 180
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