Stuck in the Middle
Mr. Blondemacro equity market reflections, thoughts, and trades
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 5 years ago | Last Issue | 3 years ago |
| Active | |||||
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stuckinthemiddle.substack.comLatest Issues
Plot Twist
Quite the Quentin Tarantino plot twist, which explains the recent silence here. Mr. Blonde was offered an incredible opportunity for both professional and personal reasons that can not be passed up. Imagine Vic Vega (Mr. Blonde, Reservoir...
A Momentum Moment
Summary:
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Last week’s CPI report triggered one of the largest US momentum factor shocks on record (> 7 sigma) which continues to reverberate
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Among style factors, momentum is the factor that tends to carry the most ‘macro’ expo...
Thoughts & Observations
Summary of thoughts:
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More bounce left in the bear, but margin of safety gone
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Valuation alone a poor reason to buy/sell, but it can define ranges in regimes
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Peak inflation momentum an important first step in healing process...
Know When to Fold 'Em
Last call! This will be the last free for all commentary. After today a monthly subscription will be required. See here for details and expectations. Hopefully after reviewing content provided over the last year you will find it well worth...
3Q Earnings Season Stats
This commentary remains free for all, but come 10/31 will require a monthly subscription. See here for details and expectations. Hopefully after reviewing content provided over the last year you will find it well worth the price.
Subscrib...
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