Macro Strategist: The Bear Traps Report, Cross-Asset Trader 20+ years, Ex-SAC, Ospraie, Graticule and Circle Lane Capitalsubstack.com/@thealetheanar…Joined February 2009
AI is driving one of the biggest capital cycles in modern history.
$350–400B in annualized capex.
S&P 500 margins at record highs.
Median wages growing <3% while household bills jump double digits.
The paradox is clear.
Monday morning with @AnthonyCrudele@chigrl@NinjaTrader_Jim and I kicking off a big week in macro as we push into the home stretch for 4q
Join us tomorrow at 8am
Monday morning with @AnthonyCrudele@chigrl@NinjaTrader_Jim and I kicking off a big week in macro as we push into the home stretch for 4q
Join us tomorrow at 8am https://t.co/Z6ZoUs532d
Here is a little thesis I am working with right now:
Trump sees the polling data is starting to decline in a troubling way. He realizes he has some currency to play with now in the stock market at the all time highs.
So what does he do: He goes back to his main street,…
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Time is the only true unit of measure. Bitcoin 2016.
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The ETF WTBN tracks our Index.
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316K Followers 2K FollowingIf you can keep your head when all about you are losing theirs & blaming it on you…
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350K Followers 2K FollowingFounder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
172K Followers 323 FollowingSpeculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
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245K Followers 398 FollowingMy focus is on markets, economics and technology 🧐
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