Macro-to-Micro by Samantha LaDuc

Macro-to-Micro by Samantha LaDuc

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Macro-to-Micro by Samantha LaDuc
Macro-to-Micro by Samantha LaDuc
Some Days Are Diamonds
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Some Days Are Diamonds

Focus on "Yield Spike" & "One More High" Still In Play, "China's Reflexive Bounce" & "Semi Rotation" Still in Play, and After The Thrill Is Gone

Samantha LaDuc's avatar
Samantha LaDuc
Sep 27, 2024
∙ Paid
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Macro-to-Micro by Samantha LaDuc
Macro-to-Micro by Samantha LaDuc
Some Days Are Diamonds
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Fed Day, EVERYTHING Changed

(Actually, even before that on 9/11 when I posted "this is the Market That NVDA Made", because not only on this day did Nvidia single-handedly turn markets higher but we began a bullish phase for equities with the bear steepener in the 10Y2Y.

Then I posted PRE-MARKET on Fed Day, Sept 18th, after warning clients to lock in their high yields before Fed cut... with the following title/sub-titles:

Full Moon & Fed Day
"Time For Yield Spike"
and
"One More High" Still In Play

And with THAT these calls have worked out extremely well:

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