The Week Ahead

Volume 99 - United States of Nvidia

It was a pretty quiet week last week. The trade of the week was the PANW 310/320 call spread, which expired on Friday for a maximum gain.

The recent rally has some differences from Q1, which I will touch base on later in the post.

Usual commentary across asset classes to come as well as some comments on the UK election.

I'm dropping a big risk management post in the coming weeks and changing a few things to do with the Substack, too. So planning on going invite-only on here for a week or two.