Aug 27
The Midterm Window — Q4 Turn Watch
perspective
The Midterm Window — Q4 Turn Watch
archived thesis
status closed scan-mentioned tickers 22 events 23 latest
The Thread
The thesis as it unfolds — by source type (the symbol grid above is the current state).
Recent Shifts
2Signals
5Calendar & Lifecycle
16 Sep 6
Sep 4
Eric Nuttall - 60 days to the midterms with diesel at a record
Eric Nuttall - 60 days to the midterms with diesel at a record
Aug 22
Aug 20
Aug 19
Aug 14
Aug 13
Aug 8
The Kobeissi Letter — record 4.0M S&P 500 call volume as put/call skew posts its biggest two-day drop since 2017
The Kobeissi Letter — record 4.0M S&P 500 call volume as put/call skew posts its biggest two-day drop since 2017
Aug 5
Aug 4
Aug 3
Jul 31
Jul 28
Jul 27