Lucid Dreaming With Richard Feynman
Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot me … Read more
Alex
The Strange History of Technical Analysis
AK here with this week’s Macro Musings. The February issue of our Macro Intelligence Report (MIR) is coming out in … Read more
Maubossin’s S-Curves And The Exploding Middle Class In Asia
Today I want to talk about one of the most important macro themes we’re currently tracking. And then discuss some … Read more
The Confounding USD
Markets work to surprise the majority of people, the majority of the time. This is because the average of everybody’s … Read more
Fat Right Tails & Quant Tactics
Tyler here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot us … Read more
Hated Euro Banks Are The New Turnaround Story
European financials have been one of the most hated areas of the market for years. Investors have been jumping ship … Read more
Gold, Bill Miller, And Buffett’s Thoughts On Inflation
Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot me … Read more
Japanese Stocks Awaken
At Macro Ops we like trades where a confluence of positive tailwinds intersect with a thematic that has a long … Read more
Top Ten Hedge Fund Letters For Generating New Equity Ideas
I’m often asked how I come up with trading ideas. My usual response is that I do a lot of … Read more
The Oracle Speaks
Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot me … Read more
The Commodity Boom Of 2018?
The following is an excerpt from our Macro Intelligence Report (MIR). If you’d like to learn more about the MIR, … Read more
Bitcoin Comedy & Stock Market Melt-Ups
Tyler here with this week’s Macro Musings. Recent Articles/Videos — Blockchain — We discuss the real value of cryptocurrencies like … Read more
The Best Trading Podcasts For Global Macro
These days we’re flooded with information with barely enough time to digest it all. To help solve this, our team … Read more
Mauboussin’s Comparisons, Charlie Munger’s Wisdom, And Debunking Economics
Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot … Read more
The Rock, David Einhorn Q&A, & Buyback Binges
Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot me … Read more