Blind Squirrel Macro

Blind Squirrel Macro

From ‘The China Syndrome’ to ‘Trading Places’

The Blind Squirrel's Monday Morning Notes, August 21st, 2023.

Aug 21, 2023
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The 🐿️ does not do ‘Doom at 11’
  • Bearish China narrative is swamping the market. The 🐿️ does not do “Doom at 11” and is tempted to fade the sentiment extremes.

  • However, this week’s piece is now no …

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