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We go into the carry trade, the US dollar, and other things. Video format below.
Going over what needs to be improved to have a better performance in 2026.
Predictions for 2026.Full Disclaimer- https://open.substack.com/pub/jbdino/p/full-disclaimer?utm_campaign=post-expanded-share&utm_medium=web
All content, including but not limited to research, trade ideas, speculative scenarios, stock and options flow, technical charts, company valuations, market commentary, and other materials, is provided for informational, educational, and entertainment purposes only. This content does not constitute investment advice or financial advice. Everything I share is opinion only.
Deep diving into investor positioning, similarities to last year, China, power grid, etc.
What’s going on with Alibaba, China, the EU, small caps, mid caps, and earnings season?
In this episode, I introduce myself and discuss what you can expect from this podcast, as well as who it may be for. I'll dig into the good stuff starting with the next episode. Thank you.JB&D’s Substack- https://jbdino.substack.com/
JB&D’s X- https://x.com/JBandDino
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