Crypto Crisp: QQQ’d MicroStrategy
Bitcoin has reached a new all-time high, surpassing $107,000 and steadily moving toward $110,000, as we predicted in Crypto Moves #55. That note...
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Crypto Moves #56 – Suddenly We Are Once Again Discussing Inflation
It should come as no surprise that inflation dominated headlines throughout 2022 and 2023. This was largely because central banks around the...
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Positioning Watch – Is the Santa Rally at risk of being canceled? Not yet..
Hi everyone, and welcome back to our weekly positioning update. I’ve been puzzled over the past weeks of just how much risk assets have been...
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Steno Signals #175 – 4 asymmetrical cases for Santa Powell
Happy Sunday, everyone, and welcome to my weekly editorial on everything tradable in macro! I was confident heading into last week that the U.S....
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Here is what we told Hedge Funds this week – and how we’re trading it!
Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
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