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 | 445 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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fidenzamacro.comLatest Issues
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...
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...
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