Tag: DRV

• The Fed Doesn’t Care About The Midterms

  

  The Democrats have been predicted to loose all year, so the Fed knows it won’t get blamed for this one. It will get blamed for interference in 2024 if it doesn’t finish tightening before then. All the more reason to lean hawkish now.

  David Pinsen

  November 1, 2022

  Economics, Hedging, News, Politics, Security Selection

  DRV, The Fed, TMV, TTT

• Netflix Returns To Our Top Names

  

  Netflix returns to our top names. Why the company may have a couple of tailwinds. What it’s inclusion in our top names says about near term market direction.

  David Pinsen

  October 27, 2022

  Culture, Hedging, History, Security Selection

  Babylon Berline, Cuties, DRV, Netflix, NFLX, Wokeness

• What Comes Next In The Ukraine War

  

  General Armageddon speaks about the coming battle for Kherson. Plus an update on fading the rally.

  David Pinsen

  October 19, 2022

  Geopolitics, News, Trading

  Colonel Macgregor, DRV, Inflation, interest rates, RKT, Russia, Ukraine, War

• Underwater In A Bear Market?

  

  An aggressive portfolio including hedged bets on higher rates continuing for the next several months.

  David Pinsen

  October 17, 2022

  Economics, Hedging, Security Selection

  DRV, Inflation, interest rates, SOXS, SRS, The Fed, TMV, TTT, WEBS, YANG