Macro Manv \ud83d\udcb8 \ud83d\ude80
Macro ManvTrade ideas worth stealing. Macro takes you can argue. Physics that hurts. Philosophy that breaks your intuition. Wit that (usually) misses.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | manveersahota.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A Fed Critique : USD Conditional Bear Flattener Trade Idea
The Fed’s Credibility Gap and the Mid-Curve Pain Traded Cut
The Value Play of the Decade: Why Europe's Top Banks Deserve Your Capital
A Data-Driven Case to Buy Société Générale, BNP Paribas, and Crédit Agricole — While Shorting JPMorgan and Bank of America
Leveling up Part II of III: The Ubisoft vs. Square Enix Case Study
In Part I, I laid out the macro context shaping today’s gaming landscape and introduced the companies I’ve been watching (and owning) in this evolving space. The core theme was simple: the gaming industry is undergoing a fundamental transfo...
Trump Won’t Stop Until He Breaks the Dollar
Trump’s Unspoken Rebalancing Strategy.
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Authors
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Rates Strategist. Posts about finance, philosophy and physics. Trade ideas worth stealing. Macro takes you can argue. Physics that hurts. Philosophy that breaks your intuition. Wit that (usually) misses.
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