This Week on The WOTE: August 6, 2023
Discussion
The Weight of the Evidence (WOTE) is comprised of four flagship WOTE write-up categories (The Market, The Fed, The Outlook, and The WOTE Public) and six sub-channels (Fed Watch, Market Journal, Flows & Liquidity “Team”, Economics Journal, Economics “Team”, and Trading Journal). Since I’ve moved the vast majority of my “journaling” content over to The WOTE from Twitter, there is a fair amount of content generation over the course of a week, so for better ease of access last week I started consolidating it on a weekly basis under a new flagship WOTE category “This Week on The WOTE” (labeled as “This Week” at the top of the site). I will iterate the structure of the This Week write-ups over time, but for now the content structure is as follows:
Chart of the Week
Free Content
Flagship WOTE
Channel Content
The WOTE is simply my live markets and macro journal, not at all designed to be a slick subscription service and never to be construed as investment advice. But for hard core market junkies (CIOs, DORs, traders, etc) that would like my journaling process to be part of their own daily process, please see Introducing: “The WOTE as a Service”.
Chart of the Week
The Market: 1987 as an Analogue (August 3)
Free Content
Sentiment Check (Market Journal, August 2)
Long-Term SPX Valuation (The WOTE Public, August 3)
Flagship WOTE
The Market
Monday Musings (July 31)
The Fed
Soft Landing Dynamic. Hard Landing Outlook (July 31)
Channel Content
Fed Watch
The Fed Sold a Put Yesterday (July 29)
Bill Dudley (August 1)
Economics Journal
Mixed NFP (August 4)
Market Journal
July 31:
August 1:
August 2:
August 3:
August 4: