
A wild man who found his was in to macro markets.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 836 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||

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...
We’re adding a new currency position today.
We’re adding a new currency position today.
Portfolio Review Inside
Edward Jay Epstein wrote a fascinating book in 1982 called The Rise and Fall of Diamonds: The Shattering of a Brilliant Illusion.
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.
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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The writers behind this newsletter.
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