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 | 157 | Founded | 10 months ago | Last Issue | 4 days ago |
| Active | |||||
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defytheodds88.substack.comLatest Issues
Mapping the Point of No Return for US Debt: Why It Arrives in the Early 2030s
You’ll spend three weeks researching a single stock. So tell me this: when did you last spend three weeks on the US debt, the single most important megatrend shaping financial markets for the coming decades?
Everyone agrees on two things....
The Force That Lifted This Market Just Reversed. And That Means Rotation
Monday Macro Playbook: CPI and SpaceX will be a critical test of the market.
This post is the foundation of the week. The market big picture from a systematic framework: where we are in the cycle, where we are going, when to be careful, an...
When an Ugly Real Rate Curve Meets an Overextended Market
Intermarket Macro Map: what changed and what did not with Friday's cleansing.
How to use the Intermarket Macro Map
Last September I said: short bitcoin. Now here's where it goes next
I model the structure, the rules of the game. Undertand the five forces that drives bitcoin.
Bitcoin is down more than 30% over the last three months, at a time when the Nasdaq is up more than 30%. And I see pessimism toward bitcoin growin...
The Tech-to-Real-Assets Rotation Is Here. These Are the Setups I Am Watching
Macro big pictures + technical setups.
There is a saying I took to heart during my investing career: don't short the market. Rotate and rotate until the last minute. Applied to today's situation, an interesting setup is unfolding. The Nasd...
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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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