Thought Pieces

September Macro FX Review

8 hrs ago •

What's next for Lumber

Part 1 - The Basics

Oct 7 •

Has Macro Lost its Compass?

Something Doesn't Add Up

Sep 28 •

Was Powell right?

What was and what's next

Sep 22 •

What's next for Oil?

OPEC & China's Strategic Gamble

Sep 18 •

Inflection Points & Market Set-up

Sep 17 •

The New World Order

Geopolitics without the US

Sep 13 •

The United Kingdom

Current State of Affairs

Sep 10 •

What's next for Gold

Are we setting up for a major trap?

Sep 9 •

The World's Debt

Stephen Miran the Trojan Horse

Sep 3 •

New FX Macro Trades for September

Sep 2 •

Mid-Week Thoughts

What's Cooking?

Aug 26 •

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