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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
Issues867Founded5 years agoLast Issue7 days ago
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Latest Issues

Look for the Better Move

Portfolio Review Inside

There is an old Emanuel Lasker quote I think about all the time:

7 days ago
11
9
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The Market Will Tell Us

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...

7 days ago
17
1

Stay Ready

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...

8 days ago
24

Brazil Is Back

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.

9 days ago
22
4
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The Fed Hike Is Already Old News

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.

10 days ago
23
2
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