Author: evencio.alvarez14@gmail.com
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Using Gold To See Where The Dollar Will Move Next
I’ve written a lot about how the US dollar is the fulcrum of the global financial system. Commodities are priced in dollars. Global trade is done in dollars. And the majority of international funding is in USD. The dollar is important. Dollar trends impact markets and assets around the world in various ways. Hence why…
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Simplicity, Aaron Brown, & GE
Tyler here with this week’s Macro Musings. Our Recent Articles — Lessons From A Trading Great: Ed Thorp – The latest installment in our super popular Trading Greats series. Throp was the original quant and advantage gambler who destroyed market averages year after year. His wisdom is priceless.A Bullish Big Picture With Growing Near-Term Headwinds…
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A Bullish Big Picture With Growing Near-Term Headwinds
There’s some growing signs of weakness in this market. Breadth is slipping, credit doesn’t look too great, there’s more new lows versus new highs being made… that kind of stuff. I’m still not getting any major sell signals, except from my high-yield indicator. It flashed a signal today. But there’s word the recent weakness in…
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Ed Thorp’s Trading Strategy Explained
Ed Thorp, the father of quant investing, might be the most impressive market wizard. He turned seemingly random processes into predictable events, transforming the art of speculation into a science decades before Wall Street’s quants became mainstream.His domination in the financial world began in the casino. Thorp figured out how to beat the most “unbeatable”…
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The Cure For Aging, Bruce Kovner, and 100%+ Returns
Alex is off in NYC celebrating the Marine Corps 242nd Birthday with his old teammates so I (AK) am here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot an email to alex@macro-ops.com and we’ll share it with the group.Our Recent Articles — The Bitcoin Bubble: We…
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The Bitcoin Bubble: A $6,000 Pokémon Card
The following is an excerpt from our Macro Intelligence Report (MIR). If you’d like to learn more about the MIR, click here. On May 22nd 2010, computer programmer Laszlo Hanyecz ordered two Papa John’s pizzas. They were Hawaiian style. He paid $60,000,000. According to Laszlo, they were your typical Papa John’s, and tasted only “okay…”…
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George Soros, Compounding Machines, and Helen Keller
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.Articles I’m reading — Morgan Housel is a beast of a writer. I’m in awe of the amount of high quality work he’s able to put…
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Money And The Trader’s Paradox
Alex here with this week’s Macro Musings.Just a reminder, we’re releasing the newest issue of our Macro Intelligence Report (MIR) next week. In it we discuss Bitcoin and blockchains. We’re cutting through the hype to show you exactly what the cryptomania is all about. We also have a brand new options strategy we’ll show you…
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A “Marcus Trifecta” Look At Markets
Over the last few months I’ve written about how we expect growth and inflation to pick up and surprise to the upside in the coming quarters. This belief is built on positive pressures we’re seeing within the economy as we move into the ‘overheat phase’ and the world benefits from the wealth S-curve tipping point.…
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Hedge Fund Manager Mark Sellers On Becoming A Great Investor
This is a killer talk I came across from Hedge Fund manager Mark Sellers, speaking to some Harvard MBA kids on what it takes to make it in markets. Regardless of whether you consider yourself a trader or investor, Mark’s “seven traits” apply.Enjoy… First of all, I want to thank Daniel Goldberg for asking me…