I hope you can join us live at 12pm EST for a discussion on macro and markets with two veteran investors and friends. Should make for a timely discussion!

Link below, and there will be a recording if you cannot make it.

Macro Musings Liv...

5 days ago

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Nationalism has been on the rise since Trump’s first election win in 2016 but it has taken a new leg in his second term. This has manifested with lower immigration, tariffs to try and even the manufacturing playing field,...

6 days ago

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The Dance

Week Ahead Oct 5-9

I hope everyone is having a nice weekend. A quick housekeeping note: This Wednesday at 12pm EST, I will be hosting a Substack live macro discussion with two friends Damped Spring and DerivativesDon. Both have multiple de...

8 days ago

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Authors

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Danny Dayan

Global Macro ex-hedge fund manager and investor. Conduct deep macroeconomic study to identify mispriced markets across asset classes, then identify options trading strategies with asymmetric upside vs. downside.

Prometheus Research

Damped Spring

DampedSpring.com macro research and strategy for investor education, Brevan Howard, Bridgewater, Hedge Fund CIO and PM, Salomon Derivatives and Converts Dad of 4. Go Penn, No tweet is advice

George Noble

Accomplished investor with 45 years of experience. Managing Partner of Noble Capital Advisors and the author of The Noble Update.

DerivativesDon

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