YWR: Your Weekend Reading

YWR: Your Weekend Reading

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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: Killer Charts

YWR: Killer Charts

Erik's avatar
Erik
Jan 11, 2023
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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: Killer Charts
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Disclosure: Personal views only. Not investment recommendations.

There has been a large unwind of tech positions by hedge funds. It’s worth considering if there is a trade here. I’m not sure.

The US inventory to sales chart is flashing yellow/red. Any decline in consumption at this point would set off an inventory unwind and collapse in the ISM new o…

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