- More choppy action with a lot of dispersion among and within sectors
- Making a few changes on the Trade Ideas Sheet
- Several good extra charts
- I might be pulled away from my desk today
Mid Morning Note
Mid Morning January 23, 2023
- Animal spirits have come alive in the last two days
- I’m playing defense and making some changes to the Trade Ideas Sheet.
- Can the VIX ever go up? I know of one person who thinks it will.
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Mid Morning January 20, 2023
- I’m going to post this as the last note of the day
- A few Trade Ideas sheet changes
- Several important extra charts on the note
- Have a good weekend
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Mid Morning January 19, 2023
- Another tough day with the equity indexes
- Looking at CDX Credit Default Swaps as inverse correlation with equity indexes
- A few changes with the Trade Ideas sheet
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Mid Morning January 18, 2023
- Like a game of musical chairs, the equity markets quickly turned south leaving sellers scrambling
- A couple of Trade Ideas Sheet changes
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Mid Morning January 17, 2023
- Equity markets are fading after a brief squeeze higher
- Making a bunch changes on the Trade Ideas Sheet
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