Blind Squirrel Macro

Blind Squirrel Macro

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Blind Squirrel Macro
Blind Squirrel Macro
From ‘The China Syndrome’ to ‘Trading Places’

From ‘The China Syndrome’ to ‘Trading Places’

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

Aug 21, 2023
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Blind Squirrel Macro
Blind Squirrel Macro
From ‘The China Syndrome’ to ‘Trading Places’
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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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