Category: Research
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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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Blind Central Bankers and Quantum Overlords (Macro Musings)
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.Our Recent Articles — The Global Macro Renaissance: A paradigm shift is coming that’ll bring the resurgence of global macro trading. The Randomness Of Return Distributions:…
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The Global Macro Renaissance
John Curran was the former head of commodities at Caxton Associates — the hedge fund founded by market wizard Bruce Kovner. He wrote a great article in Barron’s titled The Coming Renaissance of Macro Investing. In the piece, John writes about what he sees as the coming paradigm shift in markets and how this shift…
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Dr. Dre and SiFy (Macro Musings)
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.Our Recent Articles — The Best Trading Podcasts For Global Macro Investors: The list of podcasts we listen to each month. We’ve got both process and…
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The Wealth S-Curve That’s Driving Current Global Macro Trends
The graph above shows a logistic function that maps out a sigmoid curve… otherwise known as an S-curve. This function was popularized by mid-19th century scientist Pierre Francois Verhulst who applied it in his study of population growth. Verhulst found that population growth follows a certain S-curve. It grows at a steady state until it…