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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
Issues857Founded5 years agoLast Issue5 days ago
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Latest Issues

Before the Money Printer

Rome discovered inflation almost 2,000 years before central banks figured out how to do it with a keyboard.

I’ve been reading Edward Gibbon’s The History of the Decline and Fall of the Roman Empire, and one thing keeps jumping off the page...

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Sell Your Losers. Keep Your Winners.

There is a story in Reminiscences of a Stock Operator that I think every trader should read.

Jesse Livermore was carrying two enormous commodity positions.

He was long wheat.

He was long cotton.

Wheat was making him a fortune.

Cotton w...

6 days ago
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There Is No Spoon

Portfolio Review Inside

One of my favorite scenes in The Matrix is when Neo meets the young boy bending a spoon with his mind.

6 days ago
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Scott Bessent Loves $CRAK

I’m starting to think Scott Bessent might be an Against All Odds subscriber.

Because if you wanted to design a policy environment that keeps helping our energy trades, I’m not sure you could do much better than this.

Bessent has spent the...

7 days ago
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The Only Constant Is Change

Aristotle spent a lot of time thinking about change.

Aristotle spent a lot of time thinking about change.

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