Policy - Driven Profit Strategist
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 252 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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pinebrookcap.comLatest Issues
Market Commentary
SMH Forward Returns
Last week the rotation trade took a break. The Citadel bid for Leopold’s Situational Awareness Fund’s public asset book put a floor on the downward price action.
Market Commentary
The rotation trade (and trades) flagged here, here, and here took a break today.
The price action appears to be driven by the news that the Situational Awareness Fund, run by Ai Wunderkind Leopold Aschenbrenner, has liquidated its semicond...
Signal & Noise Filter
The Fed is the Noise
All macro eyes are on the upcoming FOMC meeting tomorrow. The noise is as follows:
Market Commentary
Happy Summer!
The summer doll drums are here, and the choppy, sideways trading price action has been a source of frustration to both bulls and bears, longs and shorts. Including this analyst.
June Inflation Report
CPI, PPI, and the Core PCE Read-Through
Executive Summary
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Policy - Driven Profit Strategist
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