From ‘The China Syndrome’ to ‘Trading Places’
From ‘The China Syndrome’ to ‘Trading Places’
The Blind Squirrel's Monday Morning Notes, August 21st, 2023.
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 longer a China report (read about it elsewhere - I have recommendations) although I was very pleased with the cover artwork, so we are keeping that!!
Instead, we are turning our thoughts this week to CTAs and trend-following. Reading trend has to be a ‘non-elective’ discipline for all investors.
The managed futures world also neatly ties in with our latest Trading Places Acorn trade in Orange Juice futures.
Full Acorn Review covering TLT 0.00%↑ DBA 0.00%↑ WEAT 0.00%↑ #Mercedes #uranium #Tencent and $AUDUSD.
This week’s voiceover covers both the front section as well as an outline of the new OJ trade. You can listen to it by clicking the button at the top of this email. It is also available in podcast format on Apple, Spotify and other podcast apps.
From ‘The China Syndrome’ to ‘Trading Places’
"China syndrome" is a …