S&P 500 rally yesterday was totally unconvincing, and allowed for most opportune short positions initiation. Combined with my increasingly bearish calls for stocks to roll over, today is one of those days to celebrate. The analysis today will be therefore brief, and presenting the call for stocks to roll over late yesterday, S&P 500 topping out below 4,300, and positioning going into today‘s PPI, housing and unemployment data. What a stagflation combo bringing up 50bp Mar talk on the table! Q4 2022 hedge fund letters, conferences and more Keep enjoying the lively Twitter feed serving you all a…

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