Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]
Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.
Monday, November 9, 2026
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From X
Chris Camillo on X
@InvestByRS my leverage has been low for wks, a bit higher today to fund $BE
Chris Camillo on X
The more irrational the selloff gets the more $BE I buy.
Mr Neutral Man aka "Howard Marks of REITs” on X
What's crazy about tail risk hedging is that you go to bed with your $IWM puts at $0.25 and you wake to it spiking to $1.33 I have not taken profit during recent spikes, focusing mostly on accumulating positions. Gonna take some off here given the 2 week expiration
Myles on X
I took a bunch of risk off yesterday, and I added a bunch back today cause this is too juicy. $QQQ down 6%!
Myles on X
Closing my eyes and selling puts on $META and $APLD while throwing up in my mouth.
BDC on X
$spy puts were dirt cheap, yesterday
SG on X
$PDD is up today, probably because a lot of traders will need to buy all their necessities on Temu after this selloff
Mr Neutral Man aka "Howard Marks of REITs” on X
Hmm, come to think of it. Maybe that previous chart isn't so far off. It's just that I own the stuff that's got at least a 20% discount to NAV A good example is that $PSA $EXR are 5.1 and 5.5% cap but $CUBE is 5.8%, but in the mid 6% not that long ago Bigger REITs also has more weighting
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 LFABF $13BNSIS-B $30B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
- JB Global Capital Q3 2026 BABA $262BPYPL $49B
- Pendelhaven Asset Management B.V. Q3 2026 SKHY $729B
- Chautauqua Capital Management Q3 2026 AAIGF $103BADYEY $32B
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Ordered by how often our editor reaches for them.
