Fidenza Macro

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Trading plan for election day
What to fade and what moves to go with
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Geo Chen
3
Gold and Treasury yields are overextended
US Treasury yields and gold have been on a tear, confounding many traders in the market who have been caught off-guard or left behind.
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Geo Chen
Is it time to start trading the election?
Trading positions favoring a Trump win have been outperforming over the past week, as he has started to gain some momentum in the polls.
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Geo Chen
How I'm navigating Mideast tensions
I did an interview with Wealthion earlier this week, where I discussed the bullish case for risky assets.
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Geo Chen
Trading results for Q3 2024
I closed 24 trades in Q3 2024, of which only 5 were winners.
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Geo Chen
1
Trade idea - the case for European equities
The European economy heavily relies on exports to the US and China, and has been struggling this year due to the slowdown in China and the cooling of…
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Geo Chen
Good news out of China and the Kamala campaign
We had a great meetup for Fidenza Macro subscribers last week during Token 2049 and Grand Prix weekend in Singapore!
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Geo Chen
Fidenza Macro
Fidenza Macro
Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.
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