Category: Research – Alex
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Musings: An Economy Full of Valeants, Values Time to Shine, And a Platinum Prospect
Alex here with your latest Friday Macro Musings…Latest Articles — A Monday Dozen [CHART PACK] – I ask the Q: Is FX volatility going to be the last shoe to drop? Plus, take a look at wage growth, margins in the eurozone, and fund managers fleeing EM.Trader Vic’s Market Methods – I share some of…
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Musings: Soros’ Total Detachment, Permanently High Valuations, and a DEEP Value French Holding Company
Alex here with your latest Friday Macro Musings…Special Announcement — Chris D. our resident systems trader has just launched his new course Backtesting Mastery: Build Consistently Profitable Trading Systems Forever.In this course Chris details the exact steps he uses to create his consistently profitable trading systems from scratch. And the best part about it is…
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Musings: The Man Who Farted in the Great Mosque, a Short-Selling Legend, and a Hidden Value Play
Alex here with your latest Friday Macro Musings…Articles I’m reading — I don’t remember how I came across this one but I’m glad I did. It’s a killer interview with the late salty short-selling money manager, Robert Wilson, from way back in April of 2000 at the height of the TMT bubble. Wilson isn’t as…
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Jesse Livermore, Lunatic Horseplayers, and Charles Dickens
Alex here with your latest Friday Macro Musings…Latest Articles/Podcasts/Videos — A Monday Dozen — Alex’s latest macro chart storm! Complete with the 12 most interesting macro charts out there plus commentary.Podcast: The Return of Vol Trader Darrin Johnson — Darrin, a volatility/option specialist and fellow MO Collective member has returned back to the podcast to…
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Jeff Bezos, Bruce Lee, and Chuck Akre Walk into a Bar…
Alex here with your latest Friday Macro Musings…Latest Articles/Podcasts/Videos — A Monday Dozen — Alex’s latest chart pack featuring this week’s most interesting macro charts. Check this post out to get a fresh update on how markets are positioned and where equities are most likely to travel from here.Articles I’m reading — @investing_city compiled and…
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Margin of Spread, A Value Investors Roundtable, And Some Philosophy
Alex here with your latest Friday Macro Musings…Latest Articles/Podcasts/Videos — A Monday Dozen — You guys have spoken and it looks like this is going to be a regular thing. Every Monday I’m going to publish the 12 most interesting charts I come across on my weekend scan. There’s all sorts of data in this…
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Asset Shortages, Druckenmiller Speaks, and THE Oldest Book on Markets
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.Now for your latest Macro Musings…Latest Articles/Podcasts/Videos — Genghis John And The Ultimate Mental Model For Markets — Alex introduces Boyd’s strategic framework, the OODA loop…
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EM Hoodwinking Investors and a BIG Bond Short
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.Articles I’m reading — Jason Zweig writing for the WSJ published an article (link here) highlighting what I think is an important and often misunderstood fact,…
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Madness is the Norm and a DEEP Value Energy Play
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. Recent Articles/Podcasts — Boom-Bust Barometer Biffs Badly — Alex shows how the divergence between Ed Yardeni’s Boom-Bust indicator and the S&P 500 means lower…
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The Crypto Comeback and A Trader’s 7 Figure Payday
Tyler 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 — Macro Ops team member Chris D. has officially launched his first course on systems trading called The Consistently Profitable Trader.As an introductory offer…