Christmas wishes to one and all in Macro Man World...I trust anyone on the trading desk this week falls into one of a few categories: 1...
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Cryptos and the Fixed Income Selloff
So I wrote about cryptocurrencies back in September when it seemed clear that we were in the midst of a bubble. I guess I should have relay...
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"Blast-off" or "As good as it gets"
2017 has been a rocket ship type of year, from Bitcoin to FAANG to High Yield, to EM FX, pretty much everything has done well. Even the...
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Forget about the FOMC...Let's Talk Banxico
Today (or yesterday, by the time most of you read this) is the feast day of Our Lady of Guadalupe. It marks the day in 1531 when the ap...
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Here It Is...Team Macro Man's 2018 Top Trades
Here it is folks, the 1st annual Team Macro Man Top Trade Ideas for 2018. I love the diversity in the ideas here. Nobody jumped on the short...
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A Call to Arms: Give Us your Best Trade Idea for 2018...Can We Beat Goldman?
When I posted a retrospective on Goldman Sachs’ 2017 Top Trade ideas , I thought the internet would jump at the chance to whack the squid w...
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