A wild man who found his was in to macro markets.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 769 | Founded | 5 years ago | Last Issue | 5 days ago |
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Portfolio Review: The World Is Quietly Dumping U.S. Treasuries
For years people acted like the United States could print money, run massive deficits, and never deal with consequences because the rest of the world would always buy our debt.
For years people acted like the United States could print mone...
The Market Wants Peace. The Charts Want Inflation.
The market acted like a peace deal was signed. Oil dumped. Yields dropped. Stocks ripped. Crypto caught a bid. Everyone suddenly decided inflation was dead again.
We’ve seen this movie before.
The headlines change every week:
“Final...
Semiconductors Are Still Running The Market
Global money continues flowing into chips while weak China exposure gets left behind.
Technology has been messy this year. There’s been volatility, failed breakouts, AI panic, valuation debates, and nonstop headline noise. But when you str...
I'm Buying: Ignore The Noise. Follow The Leadership.
Fertilizer Stocks Are Starting to Wake Up
Fertilizer Stocks Are Starting to Wake Up
You Can’t Tweet Away Inflation
Everyone wants to believe that one politician, one election, or one speech can stop inflation.
It doesn’t work like that.
When Trump was elected, we said that this was not going to stop the inflationary pressures building underneath the s...
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