[1978] It's happening again, and almost no one is watching
Gold is leaving America at a record pace. The last time inflation looked like this, it ended at...
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Equities, valuations, positioning and what the tape is actually saying.
Research notes
Gold is leaving America at a record pace. The last time inflation looked like this, it ended at...
Read →🚦 The Chinese stock market crash (2015) Introduction Dear all, Over the past few days, I’ve found myself digging deeper into a question I often return to when things seem too.
Read →Over the past few days, I’ve found myself digging deeper into a question I often return to when things seem too calm on the surface: What if the strength we’re seeing in markets.
Read →Stock Market Introduction Let me be honest with you: investing in 2025 has already been a bit of a rollercoaster. Just a few months into the year, we’ve seen everything from trade.
Read →Introduction If there’s one thing I’ve learned as a global macro investor, it’s that the market never stays the same. Strategies that seem outdated today might just be the biggest.
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