Original and independent financial analysis.
Original, independent financial analysis.
30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.
Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX
Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.
I have two jobs: ALPHA GENERATOR & MOM. That last part means I let clients know when it's safe & when it's not. Join for the Market Timing, Sector Rotation & Thematic Trends! Stay for Mom's Smell Test. ALL to help you better position, profit & protect.
A newsletter than explains the underlying mechanics of the financial system and then uses those mechanics to make projections