David Pinsen | TalkMarkets | Page 2

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Netflix Expands Its Moat
Why investors are warming to Netflix, despite its bottom line miss this week.
Timing The Top On A Trash Stock
We seem to have bet against Bed Bath & Beyond at a peak, twice. Some thoughts on how we did it.
Riding The Natural Gas Rollercoaster Again
How hedging helped generate positive returns despite holding a losing natural gas position.
Redfin Falls Into The Red
Now all four of last November's short bets are down double digits. That's one way to start the year.
Caution On Fed Day
We might not hear much "pivot" talk from Powell, as 7.1% inflation is still not a low number. As such, it might be worth taking advantage of the current low volatility and higher market to add some downside protection now to your portfolio.
After The Carvana Crash
How fading the bear market rally has worked out so far.
Where We Go After Wednesday's Rally
Two reasons why we're probably headed lower earlier next year; how to navigate the uncertainty.
Theft At FTX
Wallets emptied at the embattled crypto exchange. Looks like it might have been an inside job.
Fading The Post-CPI Rally
Carl Icahn thinks this is a bear market rally. He's probably right.
An Eventful Week For Sam Bankman-Fried
In addition to being one of the largest campaign donors in the 2022 midterm elections, the FTX founder has apparently lost billions of investors' and depositors' money while also battering bitcoin.
The Truth About Truth Social
Digital World Acquisition Corp. has been trying to merge with Trump Media and Technology Group, the owner of Trump’s Twitter clone Truth Social.
Betting Against Emerging Markets Pays Off
Lessons from holding leveraged ETFs in the current bear market.
Investors Flee To The Safety Of Peloton
A rare and surprising island of green in a sea of red. We're still short puts on the stock.
Long Energy, Short Treasuries And Tech
Revisiting our big picture themes following Wednesday's Fed meeting.
Gold Guns Girls
Yet another analyst offers a bullish case for gold, is it ever going to be enough?
The Fed Doesn't Care About The Midterms
Ahead of Wednesday’s Federal Open Market Committee meeting, the most likely scenario is a 76 basis points rate hike and hawkish commentary.
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