Archive - Fidenza Macro

November 2024

If Trump succeeds with his economic policy, then gold should struggle

This trade alert would normally be behind the paywall, but since my subscription price will increase to $35/month on Dec 1, I am making this post free…

Nov 25 •

Microstrategy will be reflexive on the way up and on the way down

The Terra/LUNA of the current cycle

Nov 21 •

The easy money on Trump trades has been made

I have good news and I have bad news.

Nov 14 •

Trading plan for election day

What to fade and what moves to go with

Nov 5 •

October 2024

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.

Oct 23 •

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.

Oct 17 •

How I'm navigating Mideast tensions

I did an interview with Wealthion earlier this week, where I discussed the bullish case for risky assets.

Oct 4 •

Trading results for Q3 2024

I closed 24 trades in Q3 2024, of which only 5 were winners.

Oct 1 •

September 2024

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