BowTied Bull

BowTied Bull

MSTR Update and Slow Exit from the Consensus Trade

Level 4- Turbo Autist

BowTied Bull's avatar
BowTied Bull
Jun 25, 2026
∙ Paid

Welcome Avatar! We’re still in a bear market. No real change there. With oil headwinds out of the way and a massive IPO with SpaceX it’s clear that there are not many “overhangs”. For those in the know, having no overhangs is a bad thing. If there is no overhang, there is nothing to look forward to. That means any news that’s negative would get priced i…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Bull & Bowtie · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture