Short QQQ, Long TLT

Short QQQ, Long TLT

The crowd is right during the trend but wrong at both ends – Humphrey Neill, The Art of Contrary Thinking Contrarian investing is widely misunderstood. Most of the time it pays to invest with the trend and the crowd. It’s…

Long TLT, Short QQQ

Long TLT, Short QQQ

The market has now priced in a soft landing based on the idea that the Fed can get inflation under control without causing the economy to roll over into recession. As a result, investors have piled into QQQ and completely…

TLT $150

TLT $150

There are basically two narratives you can have at the current moment. The consensus view is that now that inflation is under control, the bear market is over and stocks are on the verge of a new bull market. The…

The 200 DMA

The 200 DMA

Technical Analysis is bullshit. You can always find a line to draw that makes it look like support or resistance. For example, I remember technicians on Twitter talking about the 200 Week Moving Average being support at the end of…