We are running a special right now for referrals from existing subscribers only. If you want to take advantage of a discounted offer to join the Lekker Insights community, find an existing subscriber and ask them to refer you. More details in the note below.
We have scheduled our next market update call on November 5th for paid subscribers. This will be an opportune time to run through our macro outlook, real-time market commentary and post-midterm thoughts. More details in the note below.
Check out our latest Forward Guidance episode recorded Thursday after the close. Felix and I dive into the latest in markets, the oil complex nitty gritty and our outlook for crypto.
This week’s issue covers:
Housekeeping.
Big few weeks.
Oil.
Semiconductor redux.
Asset allocation thoughts.
Housekeeping.
I can’t believe this is already the 38th Scouting the Tape of the year. Boy does time fly. It’s been quite the last few weeks with a lot of activity in the markets and rapidly changing markets. Given the heightened volatility and dynamic environment we find ourselves in, I wanted to suggest a few re-reads. It’s important in these times to not lose sight of the big picture, not over trade, focus on your niche and play your game. The market is just another version of a casino who’s goal is to get you to play as many hands as possible. That is not usually a winning strategy. We want to play on our terms. I want to call attention to the following:
