My Market View and Positions Have Changed
IMPORTANT UPDATE
Today’s stream was only for paid subscribers where I broke down the change in my market view and my positions. The written, update is published here and you MUST read it first:
Read the update, then watch the recording of the stream below. The recording is a further breakdown of WHY my market view changed and HOW my positions are structured.
Tomorrow’s Livestream: The Momentum Trade Unwind and Carry Trade Risks
Tomorrow’s livestream will map the momentum trade unwind and WHERE carry trade risks are building across global markets. The stream will connect the unwind mechanics to the change in my market view and the positions I am running. Given the heightened significance of the changes taking place, both today’s stream and tomorrows will only be for paid subscribers.
Paid subscribers can join the livestream with this link (the entire stream will only be available on Substack for paid subscribers):
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