Category: Research – Alex
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Modern Monetary Theory With Pinot Noir
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. Recent Articles/Podcasts — Lessons From A Trading Great: Linda Bradford Raschke — Tyler breaks down market wizard Linda Bradford Raschke’s best trading advice. Disney,…
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A Billionaire Horse Gambler and Bubbly Chinese Sentiment
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 —Target Hospitality: A Former SPAC IPO With Multiple Ways To Win — Mr. Bean reveals his latest deep value play, a SPAC IPO…
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Perspectives On Risk and A Rockstar Fed
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. Latest Articles/Videos/Podcasts — Macro Ops Podcast: Tesla On The Brink, Eurodollar, and Uranium with Biren Shah Part 2 — Chris and Biren rehash the $TSLAQ…
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Jim Simons and The Four Sources of Alpha
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. Latest Articles/Videos/Podcasts —
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A “Crazy” Deep Value Play Along With Some Other Stuff
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/Videos/Podcasts —Value Ventures: A Prologue — Our value expert Mr. Bean talks a little bit about his value investing philosophy and lays out the…
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Retail Sanity, Wholesale Madness, and Texas Tea
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. Latest Articles/Podcasts/Videos — Shippers: The Most Bombed Out Sector of the Market — Alex reveals his latest deep value thesis on the shipping sector. If…
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Global Disunion and a DEEP Value Industrial Mining 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. Articles I’m reading —Someone shared this on the twitter, @chriswmayer maybe? Anyways, it’s a good read about a little known but highly respected value investor…
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A Contrarian and a Calculator + The DEEP Value Case For Shipping Stocks
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 —The Fed Put Is Real and China Stimulates — Alex updates us all on China’s surprise stimulus and the Fed’s epic flip from…
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How One Man Traded His Way To Billions, Cold Showers, and The Freedom Dividend
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. Latest Articles/Videos —Using Political Prediction Markets For Fun And Profit — Tyler shows how to use political prediction markets to calculate the implied probability of…
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Fed Day Trades, The Art of Breath, And Uncomfortable Reality
Chris D here with your latest Friday Macro Musings…As always, if you come across something cool during the week, shoot an email alex@macro-ops.com and we’ll share it with the group. Articles I’m reading —Experiments in Art of Breath written by Brian MacKenzie, Jason Donaldson and Rachael Colacino. There are side effects as well: less heavy…