Sitemap - 2024 - Fidenza Macro
Position sizing 101, 2nd edition
Thoughts going into this week's data, and a new podcast
Interview with @thiccyth0t on Twitter Spaces
Weakening US data and a new bull market in the Japanese yen
Subscriber chat on Substack will replace the Telegram channel
Powell and Yellen intervene to save the day (for now)
A detour into stagflation land
If I only had two hours a week to manage my investments...
The bull market in precious metals
Nascent bull market in energy, crypto rally stalling
Thoughts on new highs in gold and bitcoin
The unfolding reflationary boom and what it means for asset prices
Crypto entering its parabolic phase
Equities and bitcoin to take a breather
Hawkish repricing in US yields underway
Reading list for global macro traders
Hawkish Powell - air pocket in risk assets?
Treasury QRA, what to expect from the Fed, BTC ETF flows
China bottom, Tech bull market, Oil breakout, Crypto correction
The case for more Fed cuts and lower yields
Price action suggests incoming USD strength and weakening growth