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Apr 11, 2024
Well, I had a great time earlier this year as I was able to mock certain people for thinking we'd get a rate cut in March or April. But now it's my turn to be mocked as my prediction...
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Apr 1, 2024
Core PCE is STILL trending in the right direction.
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Feb 23, 2024
When people think of macro investing they tend to think of Paul Tudor Jones, George Soros or Ray Dalio. These investors are using big macro trends to actively trade the markets. And...
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Jan 29, 2024
This week's data confirmed what we've long been predicting here - disinflation is well entrenched and the risk of a big resurgence in inflation is very low.
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Jan 23, 2024
Don't do what you love for work.
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Jan 16, 2024
1) All things Bitcoin ETF. The SEC finally approved a Bitcoin ETF. The Winklevoss twins filed for the initial Bitcoin ETF in July of 2013 so it's been 10 years coming. How much money...
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Jan 3, 2024
Investing is a never ending learning experience.
Apr 11, 2024Well, I had a great time earlier this year as I was able to mock certain people for thinking we'd get a rate cut in March or April. But now it's my turn to be mocked as my prediction...
Apr 1, 2024Core PCE is STILL trending in the right direction.
Feb 23, 2024When people think of macro investing they tend to think of Paul Tudor Jones, George Soros or Ray Dalio. These investors are using big macro trends to actively trade the markets. And...
Jan 29, 2024This week's data confirmed what we've long been predicting here - disinflation is well entrenched and the risk of a big resurgence in inflation is very low.
Jan 23, 2024Don't do what you love for work.
Jan 16, 20241) All things Bitcoin ETF. The SEC finally approved a Bitcoin ETF. The Winklevoss twins filed for the initial Bitcoin ETF in July of 2013 so it's been 10 years coming. How much money...
Jan 3, 2024Investing is a never ending learning experience. 