Original, independent, financial analysis. New posts every Friday at 8:00AM EST.
Original, independent financial analysis. Published every Friday at 8:00AM EST.
30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.
Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.
#Samanthas-Market-Thoughts highlight the most important market-moving themes of the day - from macro to quant, intermarket to technical. Get the trade before it happens.
A newsletter than explains the underlying mechanics of the financial system and then uses those mechanics to make projections