I entered the Fed meeting neutral on SPY, acknowledging the possibility of the 1998-type Fed pivot. However, the Fed ruled out the bullish pivot. Thus, I am re-establishing the bearish position. The ...
I initially recommended shorting SOFI at above $10, but I am now upgrading my rating to a "hold". The bear case for SOFI includes its high valuation and risks in a hard landing macro scenario. The ...
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