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 |
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| Issues | 447 | Founded | 4 years ago | Last Issue | 7 days ago |
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fidenzamacro.comLatest Issues
The Treasury buyback announcement is a nothing burger
The US Treasury surprised the market yesterday by announcing that they will increase buybacks of 20 to 30 year Treasury bonds from $2b to at least $4b.
The US Treasury surprised the market yesterday by announcing that they will increase bu...
Markets In Limbo
Quiet periods like this don’t last long. I see three themes to keep an eye on and to position for over the next several months.
I had an aggressive vacation schedule this summer and wasn’t able to write as much as I would have liked. I was...
Still cautious
Outlining two scenarios on how this current rebound will play out
Since my last post, when I spoke about the topping of the AI super-cycle, we’ve seen a rapid deescalation of the war in Iran and the implosion of Leopold Aschenbrenner’s fun...
July 2026 - A turning point in the AI supercycle
March 2000. March 2008. January 2020. December 2022. Certain months stand out in my memory as turning points that preceded violent upheavals in markets. I believe we will look back on this past month in the same way.
After getting out of...
AI vibe shift, broad market views
Breaking down the AI vibe shift, and how I'm trading stagflation fears.
Markets have been choppy over the past couple weeks, and ever since I exited my entire AI portfolio, I’ve been enjoying some time off traveling with my family. The tri...
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