Welcome back to the latest issue of The LongVol Report. This week marks the second week of the quarter and I think the market has some unfinished business from the 4-day week last week to get to as we kick off the mid-Summer stretch.
There are some ideas that are starting to inflect in my coverage as we get into earnings season with $PEP ( ▲ 2.17% ) kicking it off this week and others in coming weeks — as such some new notes inside this week to read, especially in my cliff notes.
As a reminder, please send in questions to the weekly market call via the link on the website or DM in chat: if you send me an email it tends to get lost in the mix.
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