Blue's Views

By Blueshirt PlusBusiness Investing

Blue's Views episodes

July 18, 2022 Be Nimbly Bearish from Here on Out
When you're bearish you only need about a 20% win rate to make money. Be patient!
30 min
July 08, 2022 The Kenny Loggins Market
It's summertime! Pull up a chair and take a breather.
33 min
June 28, 2022 Don't Get Caught Watching the Paint Dry
Thus was Dennis Hopper's advice to the Hickory players in the closing moments of "Hoosiers". That lesson may be applicable in coming weeks.
30 min
June 24, 2022 Welcome to the Eye of Hurricane
Ready for the slowest and least liquid 10 weeks of the year?
17 min
June 21, 2022 Did We Just Put in a Short-Term Bottom?
VIX Shenanigans on Friday and quarter-end rebalance front-running may force the bears to be patient heading into July.
30 min
June 13, 2022 Beware the Ides of June
This market loves the sound of Jerome Powell's voice. Are the bears vulnerable heading into Wednesday's FOMC decision?
17 min
June 10, 2022 Like El Guapo, Today Will Go Down As "Infamous"
Today's CPI data changed the game both short- and medium-term.
27 min
June 08, 2022 The Waiting is the Hardest Part
We might be in for a slow, boring, theta-bleed kind of summer.
23 min
June 03, 2022 Is a Boring Summer on the Cards?
There's been a lot of deleveraging thus far this year. Positioning is light. How much bad news is priced in? Our take: commodity prices will light the way.
27 min
June 01, 2022 Tsunamis Always Travel in Packs
The first wave of this bear market is over. It would be quite odd if a second wave didn't follow.
30 min

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Daily evaluation of everything moving markets.