A wild man who found his was in to macro markets.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 816 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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Every Position Has A Job
People often ask me why I own a particular stock or ETF.
They’re usually looking for a story.
I think that’s the wrong way to approach investing.
I don’t build my portfolio around stories. I build it around evidence.
Every position has...
Portfolio Review: Trade Everything
Walk into any investing conference and you’ll hear the same introductions.
Walk into any investing conference and you’ll hear the same introductions.
The Inflation Story Didn't Start With The War
Commodities have been warning us for years. Now the bond market is finally listening.
For the past few weeks, every headline has focused on one thing: the war in the Middle East.
I'm Buying: The Tracks Lead Higher
Today, we’re making one change to the AAO Portfolio.
Today, we’re making one change to the AAO Portfolio.
Trump vs Iran
There are going to be 50 different headlines about the Iran war this weekend, and everyone will have an opinion.
Since this conflict began, I’ve continued to say the same thing: this war is likely to last much longer than most people expec...
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