Happy Sunday, and a Happy Super Bowl Day too!
Currently 37,000 ft in the air travelling at 469 knots enroute to Barbados.
But as promised on Twitter - here is The Week Ahead!
Recapping on last week… an interesting week for sure. As expected some LO and HF de-risking into half-term/CPI week. A very difficult idea generation wise, fortunately, short term trades made up for longer term positions. I ended slightly red for the week - GOOGL 0.00%↑ being the main laggard. Trimmed a few long positions… FWONK 0.00%↑which was bought @ 59.4 was trimmed a touch @ 72.99. ON 0.00%↑ which was bot @ 60.2 was trimmed by 1/5 at 86.96. Sold some Jun23 250c @ 19.85 against TSLA 0.00%↑ long (avg 134.7).
If I am honest, I don’t feel like there is much to comment on regarding last week.
Been a while since a poll, so here’s two!
The Usual…
Anyway, now I am 38,000ft in the air cruising at 489 knots let’s dig into The Week Ahead.