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Latest Issues

Fed Day Breakdown With Harry Melandri and Dale Pinkert

Well well well, we got our first rate hike in 3 years.

With Maggie on the road yesterday, we were thrilled to be joined on Talking Markets by , author of Respice Finem Macro, and Dale Pinkert, coach at TradeGateHub.

🪢Before we get into...

5 days ago
9

The Yen, Oil & 10-Year: Vincent Deluard’s 3 Horsemen Ride Again

Vincent Deluard, director of global macro at Stone X, is never afraid to make big calls. And he made a few big ‘uns on Talking Markets yesterday:

Let’s dig in…

THE 3 HORSEMEN

When Vincent last joined us on Talking Markets in July, Vi...

7 days ago
12
1

Dale Pinkert: The S&P Equal Weight “Looks Like It’s Just Gone Over Niagara Falls”

We’re back! Talking Markets returned yesterday after summer break, and with oil hitting $100 for the first time since July, it was pretty good timing.

Who better to kick us off than TradeGateHub Coach Dale Pinkert?

HIGHER OIL

Before...

12 days ago
22

The Awesome Portfolio from Jared Dillian: A Stress-Free Approach to Investing

You should target your risk first, not your returns.

That’s one of the central ideas behind ’s appropriately-named new book, The Awesome Portfolio (Released September 8, but you can pre-order now).

We sat down with him to discuss The Awes...

20 days ago
10
3

Kuppy’s Theory of Economic Feudalism & The Never-Ending Asset Bubble

Harris ‘Kuppy’ Kupperman has been thinking a lot about feudalism.

The founder and CIO of Praetorian Capital presented the idea of economic feudalism at ’s TG Macro conference back in February, and he’s done a lot more thinking about it si...

22 days ago
33
6

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Authors

The writers behind this newsletter.

  • Maggie Lake

    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...

  • Doomberg

    Energy, finance, and the economy-at-large.

  • Prometheus Research
  • Erik

    Former Hedge Fund PM. Economics, stock market and financial structure nerd. Weekend MTB'er and wanna be Freeride skier.

  • Katie Stockton, CMT

    Founded Fairlead Strategies in 2018. Chartered Market Technician®. Portfolio manager for the Fairlead Tactical Sector ETF (TACK). Over 25 years experience providing research and consulting. Previous roles at BTIG, MKM Partners, Morgan Stanley.

  • The Blind Squirrel

    Macro for Civilians. Hunting for acorns in the market for 30 years.

  • Michele 'Mish' Schneider

    NY Commodities Trader, Author Plant Your Money Tree, Media Expert, Chief Strategist at MarketGauge.com, Partner MGAM LLC RIA, Creator Economic Modern Family on YouTube

  • Michael Nicoletos

    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.

  • Harry Melandri

    Attending the university of life. Hoping not to graduate too soon.

  • Hedge Fund Telemetry One Chart

    One Chart - Authorized Hedge Fund Telemetry Account

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