Defy the Odds
Defy the OddsGlobal-macro & intermarket insights that turn narrative shifts into tradeable ideas.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 116 | Subscribers | Read | defytheodds88.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
It Takes Two to TACO: The Relief Bounce Shopping List
Both sides want out. Here's what you buy before the market figures it out.
Mapping the Damage from the Iran War II: How Bad It Gets
Estimating the true economic cost of closing the Strait.
Last Man Standing: The Stock Market Under Siege
Intermarket Macro Map: energy is the only game in town and that's not good.
Mapping the Damage from the Iran War I: The Timeline of the Supply Chain Shock
The war with Iran has now been running for a month.
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Authors
The writers behind this newsletter.
Mapping liquidity cycles and cross-asset flows to front-run macro regime shifts, turning them into concrete futures and equity trades.
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