Thought Pieces

The Changing Macro

Nov 19 •

From the Iron Lady to the Porcelain Mister

Nov 13 •

November Macro FX

Nov 11 •

From the Iron Lady to the Porcelain Mister

Nov 4 •

Volatility lows / Equity Highs / What can go wrong?

Oct 28 •

What's next for Lumber

Oct 22 •

Kazuo Ueda vs Takaichi Sanae

Who will yield the Katana?

Oct 20 •

The Changing Macro

Oct 13 •

France - What's Next?

At the mercy of the presumption of one man

Oct 9 •

Macro FX - October Outlook & Trades

Oct 9 •

September Macro FX Review

Oct 8 •

What's next for Lumber

Part 1 - The Basics

Oct 7 •

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