In Monday’s letter, we made the case that the market has successfully resolved higher from the post-ETF consolidation. This came after a number of data sets suggested we had seen a reset in the consensus bullish sentiment and positioning in...
Healthcare continues to lead to the upside. While we already have a bullish bet on a sector ETF, it's time for us to drill in a little deeper in search of more beta if this trend is going to continue.
In last week’s letter, we argued that a once-crowded bullish sentiment had cooled down in a bull market reset. We also put forward the case that crypto markets were at an inflection point between capitulation or reacceleration. Over the last...
