Daily Archives: July 7, 2024

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...


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