Category: Research – Alex
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Musings: Only 50% up! What are you doing?
Alex here with your latest Friday 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.Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART PACK] — I play devil’s advocate to my bearish bonds thesis is still valid and then discuss what…
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Musings: One Man’s Trash Is Another Man’s Treasure
Alex here with your latest Friday 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.Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART PACK] — I look at the total returns ytd for the major asset classes, then we discuss why…
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Musings: GOATS: Druckenmiller and Soros Speak
Alex here with your latest Friday 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.Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART PACK] — I look at the technical picture for the SPX, go through some stats that show this…
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Musings: Great Empires, Trust in Economics, And Dr. Copper’s Prescription
Alex here with your latest Friday 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.Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART PACK] — I look at the near-term technical picture for the SPX and then we analyze the valuation…
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Musings: Opportunities Abound, From India to Turkey
Alex here with your latest Friday 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.Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART PACK] — I look at signs of slowing growth here in the US along with data pointing to…
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Musings: The Killing Fields of the Oil Patch
Alex here with your latest Friday 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.Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART PACK] — I look at signs of a global rebound in growth, green shoots in Europe, trouble ahead…
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Musings: How To Spot A Fraud, O’Shea’s Market Models, And Words From PTJ And Gang
Alex here with your latest Friday 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.Special Announcement — Bradon our value guy at Macro Ops just published his latest pick which he thinks has 5-bagger+ potential…You can read all about it…
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The Man That Solved The Market And An Annual 11,367% Return
Alex here with your latest Friday Saturday Macro Musings…I’ve been laid up the last few days with the flu hence my tardiness in getting this out.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.Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART…
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Musings: The Illusion of the Great Moderation and an Update on Shipping
Alex here with your latest Friday 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.Latest Articles — Your Monday Dirty Dozen [CHART PACK] — We look at the widening gap between the positive hard data and the horrendous…
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Musings: The Anniversary of Black Monday and the Infamous PTJ “Trader” Doc
Alex here with your latest Friday 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. Latest Articles — Your Monday Dirty Dozen [CHART PACK] — We look at more charts showing the pervasive bearishness amongst investors; from sentiment near multi-decade lows…