Email of the day - on short-term trading versus the big picture long-term outlook
Comment of the Day

November 23 2021

Commentary by Eoin Treacy

Email of the day - on short-term trading versus the big picture long-term outlook

Eoin, on the weekend big picture you were talking up the prospects of the Fangman, sounding more positive on the names then I can recall. One trading day later, you have shorted the Nasdaq. The message is mixed at best. Please can you help me/us understand this

Eoin Treacy's view

Thank you for this question which may be of interest to the Collective. The Big Picture Long-Term video was conceived as a way of talking about how the events of the week fit into the broader tapestry of the global macro environment. Therefore, what I try to talk about is what would need to happen for the big trends to be reversed or for new ones to begin. 

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