Here’s a preview of what we’ll cover this week: Macro: Happy Mother’s Day, First things first, Performance Chase Dynamics, Tariff Hike Outlook, Taxing the Rich Markets: Earnings Season Highlights AI: AI Buildout Boom Happy Mother’s Day! Invest your time...

Here’s a preview of what we’ll cover this week: Macro: Olivon Advisors Conference, Bits + Bips: Why It’s Time to Be More Bullish on Bitcoin, Soft vs. Hard Data: A Tug of War, Current Vs. Future Conditions, Speaking of buying the dip, DOGE Cuts Less...

Here’s a preview of what we’ll cover this week: Macro: The Problem of Central Banking, Early Signs of Soft Survey Data Impacting Hard Data, Why oil prices are down, and gas prices are up? Leading Indicators: Container Traffic, Onlyfans VS Miniskirt...

Here’s a preview of what we’ll cover this week: Macro: Uncertainty on tariff resolution, FED’s independence in question, and liquidity risk are shaping a new uncertainty premium Market: Stagflation pressure is rising, and with thin liquidity, a...

Here’s a preview of what we’ll cover this week: Macro: Disinflation is intact, but the setup is shifting. Tariffs, deficits, and Fed inertia are tightening financial conditions beneath the surface. Market: Markets are bouncing off oversold levels....

Here’s a preview of what we’ll cover this week: Macro: Nike and Vietnam: A Case Study, Powell Isn’t Budging, Retail Investors vs. Professional Investors Market: The End of the Safe Haven Trades AI: Amazon Scales Up AI Infrastructure, Meta Commits $1B to...

Here’s a preview of what we’ll cover this week: Macro: It’s Psychology All the Way Down, Trade Uncertainty Effect, Trade Imbalance Illusion, Tariffs Trickle Into CPI, Tariff Talk Misses the Real Math, Oil Execs Sound the Alarm, Soft Data vs. Hard...

Here’s a preview of what we’ll cover this week:  Macro: Resilient Consumer Spending, Investor Sentiment Collapse, Tether’s Treasury Surge, Is Tariff Inflation Transitionary?, GWIM Cash Allocation Market: Sailing vs Rowing, CLO Equity Mispricing, Value...

Here’s a preview of what we’ll cover this week:  Macro: Inflation Pressures, Tariffs Impact  Market: Fast Corrections Are Bullish, International Markets Outrun Us Markets, Hedge Funds Are Buying Us Equities, Oracle Q3 Earning Highlights, Tsla Vs Nvda...

Here’s a preview of what we’ll cover this week:  Macro: Was this a Capitulation?, Growth Slowdown? Non-farm payrolls, Gold Adjusted Q1 GDP Market: Positioning, Bubble in quality, Twitter Momentum, A tradable bottom?, Eurozone, Nasdaq’s...