Market SitRep - Tech Shenanigans

Research
Written By Alex Barrow

Check out the latest edition of the Market SitRep -- Tech Shenanigans.In this episode, we cover:

  • Updates on the USD bull market.
  • The unsustainability of the tech industry, with a special focus on Zenefits and Workday.
  • The weak jobs theme along with a technical review of staffing companies we’re looking to short.
  • A chart analysis of the S&P 500.

A pdf of the presentation can be accessed here.Enjoy! 

Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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The Cloud Breakup - Workday Short (WDAY)