Latest Reports

Pro Macro: Roosting Chickens

Pro Macro: In Focus – Relief

In Focus Trade Portfolio – November 1, 2022

Pro Macro: Robots Are Demographics

Broken Markets and The Cowbell – GMI Oct 2022

Pro Macro: In Focus – Acceleration?

In Focus Trade Portfolio – October 1, 2022

Pro Macro – Deep Dive: Keeping At It?

Pro Macro: In Focus – Q4 Road Map, Macro & Markets

In Focus Trade Portfolio – September 1, 2022

Pro Macro: Ethereum Merge & Solana

Pro Macro: In Focus – Top 5

Pro Macro: Flash Update: August 19, 2022

Pro Macro: In Focus – The Horse Whisperers

In Focus Trade Portfolio – August 1, 2022

Pro Macro: Private Equity & Inventory Cycle

Pro Macro: In Focus – So Far, So Good

Here’s Why Europe Is in for a Tough Winter

Is This The Golden Age of Event-Driven Strategies?

Our Bearish Conviction is Even Higher

Why Weather Will Be the Greatest Disruptor

Pro Macro: In Focus – Pivots & Rollercoasters

How Russia Blew a Big Hole in the Oil Market

In Focus Trade Portfolio – July 1, 2022