Defy the Odds
Defy the OddsGlobal-macro & intermarket insights that turn narrative shifts into tradeable ideas.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 101 | Subscribers | Read | defytheodds88.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Inflation Shock: Everybody is watching oil prices, we are watching the bond market
This war dragging on for almost a week now seems extremely resilient. It clearly prices in a scenario where the conflict won’t drag on, and we won’t see a material effect.
Weekly AI Capital Flows: Physical Scarcity Wins the AI Value Chain
### What is the Weekly AI Capital Flows?
Defy the Odds: February Performance Review and System Post-Mortem
Last month was the first real-world test for my proprietary stock selection system.
Everybody is looking at oil. We are buying these 3 stocks
### What is the Monday Macro Playbook?
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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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