The beacon of light that demystifies the random noises in financial markets; uncovering key emerging macro themes & trends ahead of the crowd.
Global macro strategist & trader with a mix of equity long/short. Socionomics fan.
FX Week EM Top Forecaster for 2018 & 2019
Opinions are not advice.
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Price, Macro, Sentiment, and Random about Stock Market (SP500). Contrarian. Data driven. My bias is computed.
Your Daily Edge: Overnight Headlines for Traders, Analysts, and Market Observers
Making it easy to spot strategic public policy shifts hiding in plain sight. Thematic focus for 2026: critical minerals, energy policy (oil and gas, nuclear, renewables, coal), and digital assets (crypto. stablecoins, CBDC, asset tokenization).
Thoughts on financial markets and economics from the founder of Tier1 Alpha Asset Management -- the passive-aware asset manager