The LongVol - What You Missed This Week
The month of October has been brutal for the markets and I talked about the scenarios that could play out here in “The Hunt for Red October”
This market is in trouble, key technical points have broken and the data is getting worse.
But I have some ideas that I’ll share in tomorrows TLV Report.
My housing short thesis is in a new video below, in less than 10 minutes. We decided to cover 90% of the shorts to secure the gains.
NAIL 0.00%↑ - The Real Estate ETF is down already -60% since July.
We believe this continues to get worse in 2024 but that these names will reset technically first. In addition, there are new names to be added for new shorts coming soon.
If you missed the Business Insider article they wrote on our short, read it here.
Those ideas are going to make it into The Report and AST Alert portfolio in Q124.
That’s it for this week.
DeltaOne Membership in 2024 will have a significant price increase so if you meet the criteria to join you should consider joining before then to be grandfathered in.
This article is presented for informational purposes only, is an opinion, is not intended to recommend any investment, and is not an offer to sell or the solicitation of an offer to purchase an interest in any current or future investments. Any such solicitation of an offer to purchase interest will be made by a definitive private placement memorandum or other offering documents.