The Seven Day Scope: Holiday Edition (Squirt Guns Only)
Seasonality/two great videos.
It is a holiday week. I have still kept up on most of our posts this week. We did a deep dive with Kashyap and Kevin today. We also did a video with “The Head of Macro” from Azoria Capital.
A couple things to keep in mind (as we have killed it this week) is that we have a couple bullish seasonal trends to keep in mind.
Gold has strong seasonality in July.
Also as I have pointed to several times. Tech has incredibly strong seasonality in July. Up 100% of the time since 2008.
Enjoy the holiday weekend. I have so much to talk about next week!
Warm regards, Jason Perz
YouTube: @againstalloddsresearch https://www.youtube.com/channel/UCLvDNCnhNQbQnABUSFbwagg
Twitter: @jasonp138
Substack: aaoresearch.substack.com
Against All Odds Research
Save the bees
Yo! Jason - just catching the macro video w Kashyap and KG from today. I love the crude oil setup too but I personally took some size off my trade early today for about 8% profit. Still leaving the trade on but we have so many cross winds right now… lm gonna wait for the market to tell me where this is going before adding back to full size.