8/23 NVDA and the Mkts

NVDA, Jackson Hole, Powell Speech

Merlin Capital

Aug 23, 2023

∙ Paid

I. Forward

II. Reflection

III. Markets

IV. Analysis and Commentary

Forward

I guess I’m a bit indecisive today, these bounces you have to be incredibly patient with them, even if it means sacrificing some short term trend. You want to understand the medium term trend so that you have your guiding thesis and aren’t caught in the rain.

I talked a bit about this last night on the wiz pod.

I am excited for Friday, because our patience is going to finally pay off here. We will be able to start taking some big swings again once we get Powell’s speech from Jackson Hole. There is so much opportunity that lies at our feet, make sure you are enjoying these down time days, and recovering from the hard work we’ve put in over these last 2 weeks. Soon again we are going to have to lock in and be ready to go.

I also take serious pride in this being an affordable educational site. I am adding a veteran discount on top of adding student discounts to subscriptions.

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If you enjoy the stack, make sure to like this post, restack, retweet, subscribe to the tribe. It goes a long way and I think 95% of those that upgrade will say they’ve seen their trading improve incredibly. But enough of the biz, let’s get down to wiz.