Daily Archives: October 10, 2023
Showing articles 1 - 2 (2 total)
21Dec3:55 pmEST
My Winter Vision Versus the Consensus
To follow-up on a blog post and running thesis of mine, the tweet, below, by Lisa Abramowicz of Bloomberg points out consensus on The Street for rates on the 10-year Note for 2021. A slight rise is projected across the board, pretty much without exception. As per my previous work on this topic, I therefore have growing conviction in either no...
21Dec11:10 amEST
Hit-and-Run Holiday Trading
SmileDirectClub (SDC), still one of the more heavily-shorted names in the entire market, in addition to GameStop (GME), is off to a noticeably hot start to this holiday week today despite some sticky initial broad selling. We noted SDC both with Members over the weekend as a squeeze idea as well as in the free overview video yesterday. That...