Defy the Odds
Systematic macro research, capital flows, and actionable trade and investment ideas. For serious investors who want an edge, not opinions.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 170 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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defytheodds88.substack.comLatest Issues
A Stronger Yen, a Weaker Nasdaq, the Same Day. I Can't Stop Thinking About the Summer of 2024
I just had dinner at a fantastic Japanese restaurant. I have to tell you, there’s a magic to Asian cooking. When the meal was over I sat there, well fed, looking out the window at nothing in particular.
After a while I let my bad habit get...
Netflix: A Durable Moat at a Discount
For selecting stocks for the long term, I look for three things.
- First, it must be a durable compounder. My screener is a factor screener built around one number, the moat score. It captures how strong a company’s competitive advantage...
Five Durable Moats Turning Up From Multi-Decade Trendlines
Durable Compounders launches as part of Defy the Odds, with deep dives on the best names to come.
The dollar is strengthening and liquidity is tightening as the Fed turns more hawkish, and the market has started to rotate. Money is moving...
Gold Isn't Ready. But One Mega-Cap Might Be
Monday Macro Playbook: Introducing the New Gold Dashboard and the Latest Signals from the Anomaly Detector.
This post is the foundation of the week. The market big picture from a systematic framework: where we are in the cycle, where we ar...
Watch the Plumbing: Credit and Liquidity Are Cracking Beneath Intact Leadership
Intermarket Macro Map: rotation to value and quality.
How to use the Intermarket Macro Map
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Systematic macro research, capital flows, and actionable trade and investment ideas. For serious investors who want an edge.
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