**Founders Weekend Reports
BOA on CTAs, BCA on Recession risk
What We Read:
BOA CTA REPORT
We just did a video on how to read these quickly…. this report will be used tomorrow for Founders discussion… TD stuff still absent so far.
BCA- Very good read on Recession indicators with easy charts to understand.. may write this up
CTAs continue to be short energy and profitable, and long gold and profitable (but less so now…