Macro Ops Musings
Macro OpsActionable Ideas | Evergreen Case Studies | Book Reviews
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 111 | Subscribers | Read | macroops.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Tin Industry Primer: Part 1
Tin is one of the world’s smallest, most obscure commodity markets at $9B in total value. Because of its small size, it remains off the radar to most traders, investors, and institutions.
Lessons From 24 Years Of Operating: Bowl America, Inc. (BWL.A)
Bowling isn’t a sexy business. In fact, it’s sort of a dying business. Drive by any bowling alley and you’ll find flickering lights and half-filled parking lots. Physical bowling has been replaced by handheld entertainment. Virtual copycat....
Macro Ops 2022 Portfolio Review
At the end of every year, we (the MO team) spend a few weeks dissecting last year’s trading performance. We analyze what did/didn’t work and hopefully come away with valuable lessons to up our game in the new year.
Five Below (FIVE): May 2022 Thesis
***Note: I wrote a deep dive on FIVE in May 2022 for our Macro Ops premium Collective Members.
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Authors
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A Macro, Sentiment, and Technical look at markets...
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