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Against All Odds Research

Jason Perz
Hundreds of paid subscribers

A wild man who found his was in to macro markets.

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Substack
PricingFreemiumPublishesDaily
Issues836Founded5 years agoLast Issue4 days ago
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Latest Issues

Iran Has Seen This Movie Before

There is something everyone needs to understand about Iran.

History matters.

Not because history repeats perfectly, but because nations remember things that markets forget.

In 1951, Mohammad Mossadegh became prime minister of Iran after...

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I'm Buying: The Next Macro Trade Might Be...

We’re adding a new currency position today.

We’re adding a new currency position today.

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The Greatest Commodity Marketing Scheme Ever Created

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Edward Jay Epstein wrote a fascinating book in 1982 called The Rise and Fall of Diamonds: The Shattering of a Brilliant Illusion.

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The Next Wave of Inflation May Be Growing in the Ground

Ariculture has been asleep. The charts are starting to say that may be changing.

One of the biggest mistakes investors make with inflation is assuming everything has to go up at the same time.

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The Market Whispers Before It Shouts

Industrials are leading. Materials are catching up. Steel may be next.

Markets have a funny way of telling you where capital wants to go long before the headlines catch up.

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