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Some thoughts about the market
Momentum is being pushed way too far, a boom/bust cycle is under way
Feb 25
•
Market Hitchhiker
12
1
Relax, guy
The spooky Challenger Job Cuts number triggers a risk-off move.
Feb 6
•
Market Hitchhiker
6
3
2
Macro Update #34.2
Part II: Monetary Policy, Fiscal Policy & Global Liquidity
Feb 1
•
Market Hitchhiker
8
2
January 2026
Macro Update #34.1
Part I: Growth, Labor Market & Inflation
Jan 29
•
Market Hitchhiker
14
2
Mean Reversion Opportunity
Blow off top? Double top? Who cares! New trade and a risk management trick.
Jan 27
•
Market Hitchhiker
9
1
Positioning Update
A Taco a day keeps the bears away
Jan 26
•
Market Hitchhiker
15
8
Web App Update: Introducing Volatility Lab
Unlock advanced volatility analysis for smarter trading
Jan 21
•
Market Hitchhiker
8
1
Positioning Update
Pulling the trigger in forex land
Jan 19
•
Market Hitchhiker
6
Market Update
How the market actually reacted to the CPI versus how it was supposed to react.
Jan 14
•
Market Hitchhiker
4
Positioning Update (ex-Equity)
How the crowd is positioning itself across asset classes
Jan 13
•
Market Hitchhiker
4
1
Market Update
Defensive positioning in the equity vol market, and a good day for the globalists and metals.
Jan 13
•
Market Hitchhiker
6
Positioning Update (Special Equity Edition)
Deep dive into equity positioning, sentiment, and internals. Not your average analysis.
Jan 12
•
Market Hitchhiker
7
2
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