Macro VigilanteAnother One…Another day and we are receiving yet another set of data, which now–instead of pointing to–is screaming ‘economic slowdown’.Nov 30, 2022Nov 30, 2022
Macro Vigilante(Still) A good opportunity?At the end of June, I suggested that it may be the time to start buying TLT (20+ year US Treasuries). At that time, I was expecting FED to…Sep 13, 2022Sep 13, 2022
Macro VigilanteToo much money?In the article about my TLT trade, I outlined the idea that current CPIs are caused by the supply shock, the aftermath of the out-of-mind…Jul 26, 2022Jul 26, 2022
Macro VigilanteWill the ECB be able to hike rates more than once?I don’t think so…Jun 30, 2022Jun 30, 2022
Macro VigilanteRate hikes, eurodollar futures, and why being bullish towards TLT may be a smarter move than it…Since all of the headlines nowadays are about the “inflation”, or — what is certainly less arguable — the increase in CPI, I’ve decided to…Jun 22, 2022Jun 22, 2022