A short-form weekly video blog designed to keep you aligned with our evolving macro thinking. Each episode breaks down the key developments shaping the landscape, highlights where the data supports—or challenges—our core views, and shares the charts commanding our attention right now.
The price action surrounding the apparent resumption of hostilities in the US-China trade war has been extremely interesting. The question for investors and traders is whether what we have seen was just a correction, or a blow off top. Heightened vigilance and a tightening of stops is advisable.
I was just about to publish the latest Tactical Brief. But the price action in gold, GDX and silver demands that we offer some updated guidance. Hence, you are getting another Hotwire alert.
A combo-style video that brings together On Our Radar insights and a Hotwire Alert timing cue—addressing timely market shifts in one fast watch.
A short-form weekly video blog designed to keep you aligned with our evolving macro thinking. Each episode breaks down the key developments shaping the landscape, highlights where the data supports—or challenges—our core views, and shares the charts commanding our attention right now.
MacroCapture Portfolio: your hub for tracking our trade recommendations, monitoring updates to trade targets and stops, and reviewing aggregated performance all in one convenient place.
In our last Tactical Brief, we mentioned that we intended to take a closer look at our Rest of the World (ROW) Equity Ratio bets vs the S&P500. We wanted to “look under the hood” of our ratio trades to explain exactly what risks these trades involve and how they might work (or not, heaven forbid).
A short-form weekly video blog designed to keep you aligned with our evolving macro thinking. Each episode breaks down the key developments shaping the landscape, highlights where the data supports—or challenges—our core views, and shares the charts commanding our attention right now.
A short-form weekly video blog designed to keep you aligned with our evolving macro thinking. Each episode breaks down the key developments shaping the landscape, highlights where the data supports—or challenges—our core views, and shares the charts commanding our attention right now.
MI2’s research team welcomes Barry Knapp of Ironsides Macroeconomics for a timely discussion on the evolving policy mosaic under the Trump Administration.