Some of the key takeaways from the latest edition:-The global growth pulse is turning up --soft data is trending distinctly “less bad”--likewise the slowdown in hard data growth rates is turning around--and even the leading indicators are turning up from previous warning signs---hence the macro edge risk of reacceleration and inflation resurgence is credible--investors need to think more about the idea of reacceleration---(yet we continue to monitor for downside/recession risk signs)-Central banks move into pause mode, and even pivot in places--the Fed remains on pause, with a high hurdle for cuts or hikes---others pivot: Sweden, Europe, Canada all cutting rates---EM has collectively pivoted to rate cuts----(notably China — making steps towards larger stimulus)--the bulk of tightening is l
Have You Shorted Any Stocks?
According to a report released by S3 Partners on Thursday, Short bets against Nvidia stand at $34 billion, nearly equivalent to the combined short interest of $Apple(AAPL)$ and $Tesla Motors(TSLA)$ . Do you have any experience shorting stocks? Did you make a significant profit or suffer heavy losses? Please share your experience.
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