- It’s been a year with a lot of gunfights in the market
- Not many markets where there are winners
- More thoughts on flows, positioning, nuclear, crypto
Dave Newman
Back In The Saddle Again
- Back in the saddle again after a brief hiatus
- A lot of thoughts on the current markets and global macro environment
Are We There Yet? – Dave Newman
- Our contributor Dave Newman has some thoughts about the recent downturn and asks the question “Are we there yet”
- Dave is the former head trader of Moore Capital, a macro hedge fund
- We always love hearing your comments and thoughts
Taking Stock
- Another thought-provoking piece from Dave Newman
- Dave is the former head trader of Moore Capital
Tin Cup
Lot’s of great weekend reading Enjoy the Masters
TLDR
- TLDR doesn’t stand for Teldar Paper
- With that in mind, I’m getting right what’s caught my attention this week