Stay Vigilant
Richard ExcellDemystifying Finance & Markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 231 | Subscribers | Read | stayvigilant.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
What if?
You have Trump Derangement Syndrome. We all do in some form. What used to be a very divided political phrase is now the reality for most people.
Is the market macro?
In this episode of “Macro Matters” for the CFA Society Chicago, my co-host Tony Zhang and I look at the latest moves in the market and what is driving it. Spoiler alert - it is macro. However, maybe not in the way that you think.
72 Holes
This weekend I had occasion to catch up with three friends over golf. That is, watching golf but also playing golf. As golfers know, this past weekend was The Masters, frankly the highlight of every golf season even though it is early in th...
The Ultimate Return
On Friday, the tickers stopped, the exchanges were quiet, and the frantic pulse of the macro environment had slowed for the Easter holiday weekend.
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Authors
The writers behind this newsletter.
Veteran global macro & equity long/short investor, current professor Investment Exchange Forum Podcast: https://www.cfachicago.org/podcasts/ Other blog: https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html
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