Me and the Money Printer

Me and the Money Printer

Share this post

Me and the Money Printer
Me and the Money Printer
Risk: Turning Green
The Capital Wave Report

Risk: Turning Green

Well... that was something

Garrett Baldwin's avatar
Garrett Baldwin
Sep 12, 2024
∙ Paid
3

Share this post

Me and the Money Printer
Me and the Money Printer
Risk: Turning Green
1
Share

Good morning:

Conditions continue to improve, and homebuilding stocks are starting to rally ahead of next week’s rate cut. The Russell is getting some steam back, the VIX is dropping, and markets are cheering the rate cut out of Europe.

The S&P 500 aims to move above this 20-day moving average, and the Russell is on the verge of getting there. I’m not 100% convinced that we’re out of the woods, but I’m starting to remove hedges where necessary.

Oil is still getting hammered, but that’s short-term bullish for a few sectors.

Stay positive,

Garrett Baldin

Keep reading with a 7-day free trial

Subscribe to Me and the Money Printer to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Garrett Baldwin
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share