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Morning Dose #351 Neutral

Situation Awareness: Cautious Bearish — but a genuine relief bounce is underway. The tape is being driven by two tailwinds…

Oct 2 6:17

Morning Dose #350 Neutral

Situation Awareness Situation Awareness: Correction. The tape is split in two — a roaring mega-cap AI complex masking capitulation-level breadth…

Oct 1 6:09

Morning Dose #349 Bearish

Situation Awareness: Correction. Narrow, rate-pressured tape as investors sit on their hands ahead of a data avalanche — August PCE,…

Sep 30 5:21

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