Market Dispatches

Some thoughts about the market

Momentum is being pushed way too far, a boom/bust cycle is under way

Feb 25 • Market Hitchhiker

The spooky Challenger Job Cuts number triggers a risk-off move.

Feb 6 • Market Hitchhiker

Mean Reversion Opportunity

Blow off top? Double top? Who cares! New trade and a risk management trick.

Jan 27 • Market Hitchhiker

Positioning Update

A Taco a day keeps the bears away

Jan 26 • Market Hitchhiker

Positioning Update

Pulling the trigger in forex land

Jan 19 • Market Hitchhiker

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

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