FedEx is mentioned as having earnings this week, but the creator has no exposure and is not budging.
Source Post
ZQ murdered, growth and jobs gone, and every reason for continued sell-off
Mark MeldrumApr 15, 2026
The creator discusses the current market conditions, highlighting concerns about inflation, rising energy prices, and the Federal Reserve's monetary policy. He expresses skepticism about the Fed's effectiveness in combating inflation using interest rates alone and suggests that the balance sheet might be a more significant factor. The creator also touches upon geopolitical risks, the impact of tariffs, and the potential for a market sell-off, while maintaining a long-term bullish stance on certain positions like ZQ and Lululemon.
Linked Mentions
Tickers discussed in this post
Darden Restaurants is mentioned as having earnings this week, but the creator has no exposure and is not budging.
Accenture is mentioned as having earnings this week, but the creator has no exposure and is not budging.
The creator has no exposure to Micron and is not changing their stance.
The creator has exposure to General Mills and is not changing their position.
The creator has a long exposure to Lululemon and is not changing their position.
Dollar Tree is mentioned as having earnings this week, but the creator has no exposure and is not budging.
XLP had a bad week but remains a strong performer year-to-date with a good dividend yield.
XLU is noted as the top performer year-to-date among the discussed sectors.
The creator is holding a significant position in ZQ futures despite recent losses, believing in a long-term payoff.
Linked Signals
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