I rarely pen an intra-day blog, but felt compelled earlier because the dislocation was childish. Since then markets V-shaped and our losses, once -3.5%, closed at just 0.78%.Without getting into the minutia of the market, it’s evident for those watching today the market panicked lower amidst the crowded nature of the growth trade and that...Read More

Figured I’d share my thoughts now, since they won’t change into the bell. In what started out to be a wonderful day has soured and the market is now a hellscape of high beta sellers — again rotation out of risk into olde man stocks. A good friend of mine works at a mid tier...Read More