Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 442 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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fidenzamacro.comLatest Issues
Turning neutral on AI semis and infrastructure
I had a vivid dream last night in which I unwound my entire AI portfolio. In the dream, I saw a parabolic line shooting higher that represented the market’s expectations for how much compute would be required if scaling laws continued unaba...
Thoughts on Kevin Warsh's first FOMC meeting
The outcome of yesterday’s FOMC meeting was much more hawkish than the market and I expected. The median dot projections moved up by about 25 bp in both 2026 and 2027, and the market now prices in two rate hikes by next March. Warsh’s own d...
Global macro is getting interesting again
The US and Iran are set to sign a 14 point memorandum of understanding that will restore traffic in the Strait of Hormuz to pre-war levels.
The US and Iran are set to sign a 14 point memorandum of understanding that will restore traffic in...
Anthropic drama and a rare trading signal in precious metals
The White House unexpectedly banned Anthropic’s Fable on Friday using its export controls.
The White House unexpectedly banned Anthropic’s Fable on Friday using its export controls. Both the government and Amazon found reason to believe th...
Claude Fable is released
Today’s big news is that Claude Fable - a Mythos-class model - has been released.
Today’s big news is that Claude Fable - a Mythos-class model - has been released. Early reviews are that it’s very powerful, it can work on tasks for much lo...
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