Fresh Air

by | Sep 24, 2021 | Daily Note

  • Happy to be back on the desk after taking a day to get some fresh air
  • There were some interesting moves in the markets in the last couple of days
  • Sure equities went up but there were no inflows into SPY?¬† I found out who was buying.
  • A few other thoughts Evergrande, Bond focus (bigger issue if rates continue to break out)
  • Bitcoin is down with China banning transactions with crypto and the market is not concerned enough
  • I will work on getting back to everyone's email this weekend
  • Have a great weekend
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