Author: Alex

Valuing Cryptos: Zeros Or Heros?

Valuing Cryptos: Zeros Or Heros?

To value something we have to first define what it is and what it isn’t. And in the case of cryptocurrencies’, this is not exactly easy. Let’s start with the obvious. Bitcoins, ethereum, Litecoins, and the hundreds of other crypto […]

The Oil Narrative Breaks Down

The Oil Narrative Breaks Down

To be a smart contrarian you need to have the confidence to dive into unloved areas of the market and sort through the rummage in search of asymmetric opportunities. Our team at Macro Ops has been digging deep and has […]

Can Gold Predict USD Moves?

Can Gold Predict USD Moves?

I’ve written a lot about how the US dollar is the fulcrum of the global financial system. Commodities are priced in dollars. Global trade is done in dollars. And the majority of international funding is in USD. The dollar is […]

Simplicity, Aaron Brown, & General Electric

Simplicity, Aaron Brown, & General Electric

Tyler here with this week’s Macro Musings. Our Recent Articles – Lessons From A Trading Great: Ed Thorp – The latest installment in our super popular Trading Greats series. Throp was the original quant and advantage gambler who destroyed market […]

The Crypto Bubble: A $6,000 Pokémon Card

The Crypto 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 […]