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Eyes on the bond market (again) 👀
Paid subscriber analysis
Sep 28
 •Â
Vuk Vukovic
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Eyes on the bond market (again) 👀
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ORCA podcast ep #5: best week year-to-date
Listen now (13 mins) | An almost 5% gain in last week's sell-off
Sep 26
 •Â
Vuk Vukovic
1
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ORCA podcast ep #5: best week year-to-date
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Why the paywall?
Because it works.
Sep 23
 •Â
Vuk Vukovic
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Why the paywall?
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FOMC: very hawkish
Paid subscriber analysis
Sep 21
 •Â
Vuk Vukovic
1
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FOMC: very hawkish
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Results: short squeeze, then sell-off
FOMC week coming up
Sep 19
 •Â
Vuk Vukovic
1
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Results: short squeeze, then sell-off
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CPI implications: pain or gain?
Paid subscriber analysis
Sep 13
 •Â
Vuk Vukovic
2
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CPI implications: pain or gain?
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ORCA vs benchmarks in Q3 (thus far)
Back to our very best. BASON getting better and better
Sep 12
 •Â
Vuk Vukovic
2
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ORCA vs benchmarks in Q3 (thus far)
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From $1 million to $1 billion
The ORCA project: building a billion dollar hedge fund
Sep 8
 •Â
Vuk Vukovic
3
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From $1 million to $1 billion
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August 2023
+15%, hope you've enjoyed it
An overview of our performance over the past two months
Aug 31
 •Â
Vuk Vukovic
1
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+15%, hope you've enjoyed it
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3
ORCA podcasts ep #4: "wake me up when September ends"
Listen now (17 mins) | New survey is live & overview of last week
Aug 29
 •Â
Vuk Vukovic
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ORCA podcasts ep #4: "wake me up when September ends"
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Reengaging the shorts.
Preparing the portfolio for September
Aug 25
 •Â
Vuk Vukovic
1
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Reengaging the shorts.
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Results: shorts ftw! (good time to cover)
6/6 predictions, up over 3% last week. Big week coming up.
Aug 22
 •Â
Vuk Vukovic
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Results: shorts ftw! (good time to cover)
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