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Weekly Update - WE Feb 28, 2025
Growth scare, AI CAPEX
Feb 25
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Weekly Update - WE Feb 28, 2025
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Weekly Update - WE Feb 21, 2025
Inflation, little interest in MAG7
Feb 17
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Weekly Update - WE Feb 21, 2025
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Weekly Update - WE Feb 14, 2025
CPI, China tariffs, Bessent, DOGE
Feb 9
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Weekly Update - WE Feb 14, 2025
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Weekly Update - WE Feb 7, 2025
Tariffs drama, inflation in focus
Feb 3
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Weekly Update - WE Feb 7, 2025
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January 2025
Weekly Update - WE Jan 31, 2025
DeepSeek, VIX >20
Jan 27
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Weekly Update - WE Jan 31, 2025
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Weekly Update - WE Jan 24, 2025
Inflation worries relieved, tariffs next week, Chinese stocks
Jan 19
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Weekly Update - WE Jan 24, 2025
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Weekly Update - WE Jan 17, 2025
Re-acceleration, new macro regime, inflation data next week
Jan 12
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Weekly Update - WE Jan 17, 2025
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Weekly Update - WE Jan 10, 2025
Trump's policy, earnings season, USD
Jan 6
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Weekly Update - WE Jan 10, 2025
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December 2024
Weekly Update - WE Jan 3, 2025
December's failed seasonality, January's poor sentiment
Dec 29, 2024
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Weekly Update - WE Jan 3, 2025
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Weekly Update - WE Dec 27, 2024
Fed, H4L, debt ceiling drama, VIX >28
Dec 22, 2024
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Weekly Update - WE Dec 27, 2024
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Book Review - Retail Options Trading
E. Sinclair and A. Mack, 2024
Dec 18, 2024
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Book Review - Retail Options Trading
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Weekly Update - WE Dec 20, 2024
Sticky inflation, politics, seasonality tailwinds, China
Dec 15, 2024
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Weekly Update - WE Dec 20, 2024
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