The Drill: The commoditization of AI is here
Let’s start with DeepSeek. The trajectory toward singularity may be accelerating faster than previously forecasted. With barriers to entry for AI...
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The Drill: Strap in for Trump
Trump has signaled his intention to stop oil imports from Venezuela. While these imports are relatively insignificant to the U.S., they are hugely...
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The Drill: What if Trump is not bluffing ahead of next week?
Before we begin, let’s discuss the Trump tariffs, as he increasingly sounds serious about them. His recent message on Truth Social suggests he is...
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The Drill: It’s an Omnishambles in the Tariff Talks
Trades: Short DXY, Long Palladium, Long Copper / Short Iron Ore. Yesterday was a crazy day in FX and commodities as seen in chart 1
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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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