Market Dispatches

How the market actually reacted to the CPI versus how it was supposed to react.

Jan 14 • Market Hitchhiker

Positioning Update (ex-Equity)

How the crowd is positioning itself across asset classes

Jan 13 • Market Hitchhiker

Defensive positioning in the equity vol market, and a good day for the globalists and metals.

Jan 13 • Market Hitchhiker

Positioning Update (Special Equity Edition)

Deep dive into equity positioning, sentiment, and internals. Not your average analysis.

Jan 12 • Market Hitchhiker

Positioning Update - CoT (2/2)

Oil, Nat Gas, Soybean, Euro, Cad, R2K

Jan 8 • Market Hitchhiker

Positioning Update - CoT (1/2)

3 metals, 3 different stories

Jan 7 • Market Hitchhiker

03/12/2025 Market update

Today's stream of consciousness about SP500, Russell, metals and the yield curve

Dec 3, 2025 • Market Hitchhiker

Thanksgiving market update

Rotation into light volumes and Hassett's odds rising

Nov 27, 2025 • Market Hitchhiker

The dark side has been calling me… again.

Update on positioning, market internals and my trading plan.

Nov 25, 2025 • Market Hitchhiker

When rats are leaving a sinking ship

Keep it simple: good news + bad market reaction = bearish

Nov 21, 2025 • Market Hitchhiker

S&P 500 Tactical update before Nvidia's earnings and job report

Do I remain Risk-off?

Nov 18, 2025 • Market Hitchhiker

Bond bulls: it's so over!

Not one, not two, not three, but four bearish duration news yesterday! Time to reassess the trade

Nov 6, 2025 • Market Hitchhiker

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