Fidenza Macro digest, Jun 18
Market tools report - by Reflexivity Research
A nice rundown of some of the best crypto data crunching tools out there.
Understanding LPPL - by Variant Perception
VP came out with this LPPL model, which stands for Log Periodic Power Law. It’s a powerful tool and I’ll be referencing this model occasionally in my blog.
I found this interview of former Fed board member Robert Kaplan interesting because he talks about the stimulus measures that put cash in the coffers of state governments and Federal agencies but hasn’t been spent yet. It’s a nice deep dive into how fiscal policy continues to be a tailwind for inflation today.
Stolen Focus: Why You Can’t Pay Attention - and How to Think Deeply Again, by Johann Hari
This book discusses how technology and social media are sapping our ability to pay attention and focus deeply on tasks for long stretches at a time. It also talks about potential environmental factors behind ADHD and poor health in general. Us discretionary traders depend highly on the ability to intake a large amount of information and to think deeply. A must-read for improving your state of mind and the lives of your family.