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 | 460 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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fidenzamacro.comLatest Issues
Fidenza Macro meetup recap, using AI in trading, and prompt library
Great seeing everyone at the Fidenza Macro meetup yesterday!
Great seeing everyone at the Fidenza Macro meetup yesterday! We had over 50 people attend in Singapore, some of whom came in from out of town. Thank you to Preface for hosting!
More to go in Treasury yields
What many people don’t know is that the Treasury yield curve tells a much richer story than that. It paints a picture of what kind of global macro regime we’re in and where we are in the business cycle.
Most investors look at the 10-year T...
Fidenza Macro meetup, Singapore Oct 8
I’d like to announce the annual Fidenza Macro meetup in Singapore, on October 8 at 5:30 pm. You can sign up on Luma here. Drinks and canapes will be provided.
Previous meetups have been a great opportunity to network with other traders an...
The rest of my AI portfolio
The AI sector is coming back from the dead and the charts are waking up.
The AI sector is coming back from the dead and the charts are waking up. SMH has broken out of a cup-and-handle base, which suggests that the Situational Awareness un...
Going long AI infrastructure again
Last Friday I wentlong AI infrastructure and semiconductor names again after getting out in June and sidestepping the current drawdown.
Last Friday I wentlong AI infrastructure and semiconductor names again after getting out in June and si...
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