Category: Research
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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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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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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…
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Why Emerging Markets Are A Dead Money Trade
In our most recent MIR we talked briefly about the growth struggles of EM in the context of the Gerschenkron Growth model, using China as our example. Our conclusion was that China, and EM in general, is set to be a dead money trade and massive value trap for the remainder of this cycle. So…
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It’s Late Cycle!!! Is it? And Chicken Soup For Your Portfolio
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 — The Gerschenkron Growth Model – Alex explains how China’s reckless growth strategy will end just like the busted up economies of the Soviet…