The Madman crash arrives
TME on what my long-awaited Madman flush has delivered so far. The great positioning flush The week’s market turmoil triggered one of the sharpest positioning resets in years, with hedge funds aggressively cutting exposure and broader equity positioning turning underweight. Here are the charts showing the scale of the unwind — and how far positioning The post The Madman crash arrives appeared…
We haven't written up this one. MacroBusiness has the full story — the link below goes straight to it.
