Alex Barrow @MacroOps
Triangulating markets through technicals, sentiment, & macro Founder of MO: Research & Community for traders seeking an uncommon edge https://t.co/4VCCRiFxm6 macro-ops.com Austin TX & Homer AK Joined December 2015-
Tweets16K
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Followers29K
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Following1K
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Likes21K
Each weekend I send out a full market analysis internally with the Macro Ops internal partners I cover a Global Macro universe using my systematic approach for over 30 markets This week I covered three new trades - Soybeans short - NZD long - CAD long Let's go through it 🧵
Positioning, breadth, and internals, along with our various risk measures, remain supportive of the uptrend in stocks, albeit with increasing volatility. While NQ has crowded positioning and weakening breadth, we’re seeing the opposite conditions... macro-ops.com/my-precious-me…
Great piece by @MacroOps on Stanley Druckenmiller, one of the greats. The more I learn, the more I align with this investing philosophy of "An intense focus on capital preservation coupled with a big bet approach". macro-ops.com/lessons-from-a…
I publish a podcast with @oliverjfriesen on Guardian Metals $GMET. News breaks that Druckenmiller buys $GMET. There’s only one conclusion. Druckenmiller is an avid Value Hive listener.
When @ChrisDMacro's email hits my inbox, I drop everything and read it first. Highly worth subscribing to (free): macro-ops.com/the-systematic…
Great note from @MacroOps macro-ops.com/the-pullback-t…
Trump just sounded like he's exempting companies who pledge to invest in the US from the semiconductor tariffs. #FakeTariff This trade policy is going in the wrong direction at a rapid rate now.
“We have modified our environment so radically that we must now modify ourselves to exist in this new environment.” ~Norbert Wiener
“We have modified our environment so radically that we must now modify ourselves to exist in this new environment.” ~Norbert Wiener
"big change in who is setting prices in US market the last 15 years, retail investors and high-frequency quants now majority of directional trading, primarily at expense of traditional fundamental investors... new leaders are price-trend-sensitive players, who lean on momentum"
The government is literally not collecting actual inflation data anymore. They’re just estimating what they think inflation is. They “suddenly” changed this in May 2025. Right before the tariffs started getting collected. How much more obvious can they make it for you guys?
My partner @marketplunger1 dives into our Q2 returns, exploring the good, bad, and fugly of our equity trading this year, along with the lessons learned. Here's the stats: - April: -4.82% - May: +1.46% - June: +13.27% - Q2 2025: +9.91% - YTD: +32.60% macro-ops.com/q2-2025-equity…
You might look at the current price of a single bitcoin at $118k and think you missed the move...again But what if...
There's currently a number of major compression regimes in key macro assets. This matters because big compression regimes precede BIG trends. $TLT, BUNDs, Commodities (BCI), and Gold are all setting up. Read more here 👇 macro-ops.com/big-moves-are-…

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