The Market House
Maggie Lake, Kevin Muir, Jesper Koll, Alyosha, Quinn Thompson, Michael Nicoletos, Harry Melandri, Hedge Fund Telemetry One Chart| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 294 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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themarkethouse.substack.comLatest Issues
Doomberg on the Oil Spike That Never Really Came — And What Prices Were Really Telling Us
Doomberg on why everybody got oil wrong, why the Iran war has actually helped China, one of the most underappreciated risks the Doomberg team is tracking, and more.
Joining us on The Market House for a new episode of For the Record is one...
Dale Pinkert: "The Chips Are Going to Get Real Cheap"
The market yesterday was like a “beach ball bouncing around,” TradeGateHub coach Dale Pinkert told us on Talking Markets. And as we near the end of the World Cup, he said: “My goal is to prevent people from getting a red card for the rest o...
Jared Dillian: Putin Isn't Going to "Just Turn Tail and Leave"
We kicked off the week on Talking Markets yesterday with , editor of The Daily Dirtnap, founder of Jared Dillian Money, and possibly the most prolific person we know. Speaking of, here’s where you can pre-order his forthcoming book, The Awe...
The AI Energy War and Sticky Inflation: A Masterclass with Juliette Declercq
The JDI Research founder and CEO on why the inflation story is about more than oil, Europe's resilience, China's chess game, and the US' hyperscaler problem.
For this month’s Macro Sessions, we’re joined by the phenomenal Juliette Declercq...
Dale Pinkert on an "Embryonic" Bull Market in Food Groups
We had Coach Dale Pinkert back with us on Talking Markets yesterday, and everybody in the comments was just about as happy as we were…
Let’s get into it…
OIL
Oil jumped after President Trump said the ceasefire with Iran was over....
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Authors
The writers behind this newsletter.
Co-founder of The Market House. Longtime journalist. I bring serious voices together to help us all make sense of markets and the world around them. Pull up a chair...
The MacroTourist - all I bring to the party is twenty five years of mistakes.
Economist, Investor, Patron and, yes, Japan Optimist --- exJPMorgan & Merrill Lynch Chief Economist/Strategist & Head of Research ; Board Director @ OIST, AsiaSociety & 3 Japan start-ups ; Global Ambassador @ Monex Group and Tokyo Financial Center
trade ideas metals and oil specialist /Comex NYMEX member 4 decades
Macro investor with a background in credit and capital markets.
Macro, markets, and the stories everyone is telling themselves. China, Japan, Gold, AI, Crypto. The consensus is usually right about the facts and wrong about what the facts mean. Sometimes I write about other things too. Founder @ DeFi Advisors.
Attending the university of life. Hoping not to graduate too soon.
One Chart - Authorized Hedge Fund Telemetry Account
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