The LongVol - What You Missed This Week
What a great end to the week for the Nasdaq and SPX futures - it waited all week to make that move and it set up new longs that were covered in issue 45 of the report.
That Russell is still lagging but overall there is some life there and that’s good to window dress for managers into end of year.
The Howard Marks Sea Change memo really has got my attention ( I made it a video for episode 13 below as well - watch that or read his note!)
I keep reading it over and over and I wrote about it on the site here.
Copper & FCX 0.00%↑ are at key spots - that’s a tell for the economy that I am watching. - Also, maybe a swing short, we’ll see.
New Podcast - Episode 13 is Out (20 Min Watch)
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