Such kind of timely short notes are incredibly helpful not just from a trading perspective but as much from a macro learning perspective. Thank you so much.
Small updates like this(if possible), would be hugely helpful. The substack already is great- but small bits here and there give more ops for money making, thanks man!
In one of your earlier posts, you argued that the labor market could deteriorate by late summer, and that the Fed might ultimately cut more than what was priced in—though possibly starting late. Do you still see that scenario playing out, or do you think the labor market’s resilience will persist through the rest of the year?
Such kind of timely short notes are incredibly helpful not just from a trading perspective but as much from a macro learning perspective. Thank you so much.
Would you like to see more of this?
Small updates like this(if possible), would be hugely helpful. The substack already is great- but small bits here and there give more ops for money making, thanks man!
The people have spoken!
In one of your earlier posts, you argued that the labor market could deteriorate by late summer, and that the Fed might ultimately cut more than what was priced in—though possibly starting late. Do you still see that scenario playing out, or do you think the labor market’s resilience will persist through the rest of the year?
My note published on Sunday pivoted from that. No cut in June. The rest of the year is looking sus as well.
Thanks a lot, David!
So bullish if above those tail prints?
Yea bro.
Trading off high frequency data isn’t my thing and it’s hard to make money off it.
But the note is geared toward helping people frame their broader view.
Thanks for the perspective!
Tnx. Here we call it dog shit 😂