Firstly, I wanted to thank you for taking the time to share your knowledge and insights here. With that in mind, is this the sole platform where you publish? Specifically, do you discuss your tactical positioning elsewhere, outside this newsletter?
On the subject of positioning, last time you wrote: "The verdict is to keep reengaging the shorts and getting ready for September. Not too aggressive, though. Not yet."
Is this still your thinking given the recent economic data and the aggressive move down in US treasuries?
Firstly, I wanted to thank you for taking the time to share your knowledge and insights here. With that in mind, is this the sole platform where you publish? Specifically, do you discuss your tactical positioning elsewhere, outside this newsletter?
On the subject of positioning, last time you wrote: "The verdict is to keep reengaging the shorts and getting ready for September. Not too aggressive, though. Not yet."
Is this still your thinking given the recent economic data and the aggressive move down in US treasuries?
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