Minerva Capital
Subscribe
Sign in
Home
Notes
Chat
Terms of Use
Archive
About
Latest
Top
Discussions
All trades are posted in the chat
I don't write too many long-form posts nowadays, but post my daily watchlists in the chat.
Aug 22
•
minerva
April 2024
Minerva Market View for Apr 21, 2024
We may get a bounce from oversold conditions, but the risk/reward don't favor being long here.
Apr 22, 2024
•
minerva
4
Minerva Market View for Apr 16, 2024
The bears are out of hibernation. The risk/reward is in favor of being cautious here.
Apr 17, 2024
•
minerva
1
February 2024
Minerva Market View for Feb 27, 2024
The rally continues its ascent in its channel. Here's what we're watching.
Feb 27, 2024
•
minerva
3
3
Minerva Market View for Feb 23, 2024
NVDA helps the market get back on its feet. Here's how we're positioned.
Feb 23, 2024
•
minerva
3
Minerva Market View for Feb 14, 2024
CPI data coming in hot puts the rally on pause. Here's how we're positioning.
Feb 14, 2024
•
minerva
1
Minerva Market View for Feb 13, 2024
The rally seems to have legs but there is a rotation happening under the surface.
Feb 13, 2024
•
minerva
1
Minerva Market View for Feb 9, 2024
CPI revisions come out tomorrow morning and could decide the fate of this rally. Here's how we're positioned.
Feb 9, 2024
•
minerva
Minerva Market View for Feb 7, 2024
Here are the key themes we are observing in the markets...
Feb 7, 2024
•
minerva
1
Minerva Market View for Feb 2, 2024
Today we got a glimpse of the roller coaster moves we’d been anticipating. We managed to stay green throughout the day and finished strong thanks to our…
Feb 2, 2024
•
minerva
1
Minerva Market View for Feb 1, 2024
The QRA and FOMC were both hawkish. We might have seen a near-term top with a chance of a 5-10% dip from here. Here's how we're positioned.
Feb 1, 2024
•
minerva
1
January 2024
Minerva Market View for Jan 30, 2024
Today we discuss how we're positioning for the QRA/FOMC and after...
Jan 30, 2024
•
minerva
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts