
A wild man who found his was in to macro markets.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 867 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||

Portfolio Review Inside
There is an old Emanuel Lasker quote I think about all the time:
One of the hardest things to learn as a trader is that doing nothing is still a decision.
Especially around big events.
The Fed moves. The press conference starts. Markets rip higher, sell off, reverse again. Everyone immediately wants to...
Fed days are designed to make people react.
The statement hits at 2:00. Every word gets dissected. Then Kevin Warsh speaks and every sentence gets turned into a headline. Markets rip one direction, reverse, rip the other direction, and eve...
Sugar, soybeans and corn are breaking out. Brazil just climbed to the top of our international leaderboard. That is not a coincidence.
There are weeks when one chart catches your attention.
The market has already priced Wednesday. What stocks and bonds do next matters far more than 25 basis points.
Markets have a funny way of moving the conversation forward before most people are ready.
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The writers behind this newsletter.
Trader
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