As I kick off Volume I to an exciting start, events for this week are relatively unexciting with PCE being the main-driver of the week as we head into end of quarter. Markets traded down last week with finishing down 1.82% after coming off a strong rally since the beginning of June. A little cool down into EOQ with the JPM collar expiring and looking to be rolled this week with the top strike on the collar being 4320 which has been a slow downwards magnet coming off of last week for the markets.
Hello Mate. I just sign up and all good other than the substack I don't like but how can you be just 22 and know/do all this please. Don't get me wrong I like it but it don't add up unless you have a bigger team of you? Cheers.
Could you consider adding a model portfolio with position sizes .
Could look into doing something like that
Nice article! Would love to see any updates on your thoughts on DLR in a subsequent substack fwiw
Congrats on the Substook! Now you’re ready for shadow bans! In seriousness, really well written. Nice job bro.
Great read, Hope to see many more & frequent updates. Thank you
Great Job!!! Congrats
Hello Mate. I just sign up and all good other than the substack I don't like but how can you be just 22 and know/do all this please. Don't get me wrong I like it but it don't add up unless you have a bigger team of you? Cheers.
Might be a dumb question, but what does LIS stand for?
Line in sand. area that needs to hold
Thank you!