QVX macro overlay – my take on the news.
A 2.1% AUM outflow is far from a bank run, and I'd argue the market is overpricing the trust shock here. If withdrawals slow and deposits tick back up, this looks more like a one-off stress test than a structural shift. 📊
My full QVX commentary and trade logs are at https://www.qilanx.com/
A 2.1% AUM outflow is far from a bank run, and I'd argue the market is overpricing the trust shock here. If withdrawals slow and deposits tick back up, this looks more like a one-off stress test than a structural shift. 📊
My full QVX commentary and trade logs are at https://www.qilanx.com/