Author: evencio.alvarez14@gmail.com
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Modern Monetary Theory and Youtube Nostalgia
Tyler here with this week’s Macro Musings.As always, if you come across something cool during the week, shoot Alex an email at alex@macro-ops.com and I’ll share it with the group.Recent Articles/Videos — Market Overview — Is this just a short-term bounce? Or is the bull back in play? Disney — A fundamental overview of one…
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My Notes on Druck, Investor Letters, Stock Pitches, and a Short Dollar Call
Alex here with this week’s Macro Musings.As always, if you come across something cool during the week, shoot me an email at alex@macro-ops.com and I’ll share it with the group.Recent Articles/Videos — Trade Wars — AK reviews what the trade wars mean for US and Chinese stocks.My Notes On Druck — I talk about my…
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My Notes on the Druckenmiller Real Vision Interview
Alex here. The Druckenmiller Real Vision interview is well worth the watch if you have a subscription and 90 minutes to spare. And if you don’t, you’re in luck because I’m sharing with you my notes along with some of my thoughts on what the GOAT said. Let’s begin… The start of the interview was…
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Extreme Ownership, A Chinese Satirist, and 50 Shades of Grey…
Alex here with this week’s Macro Musings.As always, if you come across something cool during the week, shoot me an email at alex@macro-ops.com and I’ll share it with the group.Recent Articles/Videos — Our New Show On Real Vision, The One Thing — AK, the host of our partner brand Fallible has a new show on…
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Real Vision’s The One Thing With AK Fallible
Welcome to AK Fallible’s brand new show with Real Vision — The One Thing. Our first episode is called “The Crypto Conundrum”. Make sure to subscribe to our YouTube channel for more! https://www.youtube.com/c/Fallible?sub_confirmation=1Be sure to check out our China’s Downfall series here: https://bit.ly/2Ig0JZzEveryone seems to have an opinion on how much Bitcoin and all these…
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China Hacks The U.S. and Elon Talks About The Matrix
Tyler here with this week’s Macro Musings.As always, if you come across something cool during the week, shoot me an email at tyler@macro-ops.com and I’ll share it with the group.Articles I’m reading — The Big Hack: How China Used a Tiny Chip to Infiltrate U.S. Companies — Bloomberg Businessweek dropped this bomb of an article…
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The Psychology Behind Managing A 20 Bagger…
What do you do with a massively profitable trade that has grown to become a large percentage of your total portfolio value? This question has been circulating in the Macro Ops Collective chat room the last few weeks because one of our deep out of the money (DOTM) calls took off in a big way.…
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Druckenmiller Speaks! MMT and Wisdom from Bruce Lee
Alex here with this week’s Macro Musings.As always, if you come across something cool during the week, shoot me an email at alex@macro-ops.com and I’ll share it with the group.Special Announcement — Tyler will be hosting a live special event on our DOTM option strategy next Thursday, October 4th at 9PM EST, He’ll be covering…
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The Knock-On Effects Of A Deleveraging China
Over the last two decades China has been following the Gerschenkron Growth Model to deliver high levels of extended economic growth. The Gerschenkron model of growth goes like this: Undeveloped countries are plagued by poor infrastructure and have low savings and investment rates. To increase investment and boost development, they lower the household’s share of…
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Ray Dalio on Debt Cycles, A Long Tech Trade, And God Walking With The Devil
Alex here with this week’s Macro Musings.As always, if you come across something cool during the week, shoot me an email at alex@macro-ops.com and I’ll share it with the group.Recent Articles/Videos — China VS Russia & Japan — Is China headed for the same disaster both Russia and Japan experienced? Make sure you subscribe to…