The Hitchhiker's Guide to the Market
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Market Update
How the market actually reacted to the CPI versus how it was supposed to react.
Jan 14
•
Market Hitchhiker
3
Positioning Update (ex-Equity)
How the crowd is positioning itself across asset classes
Jan 13
•
Market Hitchhiker
1
1
Market Update
Defensive positioning in the equity vol market, and a good day for the globalists and metals.
Jan 13
•
Market Hitchhiker
5
Positioning Update (Special Equity Edition)
Deep dive into equity positioning, sentiment, and internals. Not your average analysis.
Jan 12
•
Market Hitchhiker
7
2
Positioning Update - CoT (2/2)
Oil, Nat Gas, Soybean, Euro, Cad, R2K
Jan 8
•
Market Hitchhiker
1
1
Positioning Update - CoT (1/2)
3 metals, 3 different stories
Jan 7
•
Market Hitchhiker
4
2
2
03/12/2025 Market update
Today's stream of consciousness about SP500, Russell, metals and the yield curve
Dec 3, 2025
•
Market Hitchhiker
5
Thanksgiving market update
Rotation into light volumes and Hassett's odds rising
Nov 27, 2025
•
Market Hitchhiker
5
1
2
The dark side has been calling me… again.
Update on positioning, market internals and my trading plan.
Nov 25, 2025
•
Market Hitchhiker
5
2
When rats are leaving a sinking ship
Keep it simple: good news + bad market reaction = bearish
Nov 21, 2025
•
Market Hitchhiker
6
1
S&P 500 Tactical update before Nvidia's earnings and job report
Do I remain Risk-off?
Nov 18, 2025
•
Market Hitchhiker
2
2
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
6
2
2
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