A 2x weekly newsletter covering the intersection of macro, markets, geopolitics, and cryptocurrencies, for both the professional and retail investor.
How can we use Initial Jobless Claims to time the bottoming of equity markets?
With an energy crisis, elections, geopolitical risks and ramping inflation, policy makers will have plenty of tough decisions to make into year-end.
Inflation Reduction Act, CINE vs AMC, Concentration of PV and Semis, Oil Supplies, Elemental Power
Bridge protocols, Bitcoin's investment time horizons, and New addresses momentum.
Stock market rallies could be self-defeating, the likelihood of China rebounding in 2H, and the preference for direct commodities exposure.
Can the EU move away from Russian imports? We break it down for you.
Tesla vs. Toyota, PEs at Market Bottoms, Energy Arbitrage, Sovereign Defaults, Nuclear Reactors, Home Sales by Price Range, World Cup Spending
Natural Gas and LNG markets are top of mind for global geopolitics. What should we be aware of?