Andrew Perry and Macro Pillars have been short Taiwan, Asian AI and the Nasdaq ahead of July’s sell-off, while long agricultural commodities and positioned for several other major market moves.
The calls were published in real time. The research is there to verify it.
See for yourself. Below are our weekly reports from the period, plus one mid-week update on the grains trade:
28 June
https://t.co/9whexvBVKC
5 July
https://t.co/OFehagyS3r
Grains trade update
https://t.co/wBIMZwbNBF
12 July
https://t.co/B7A1Iq59ra
19 July
https://t.co/dh3Fcc0iRO
26 July
https://t.co/6TW2e7mVie
Macro Pillars subscribers receive a detailed weekly report, a live and recorded Monday morning call and multiple mid-week research updates/trade alerts every week.
See what we are watching next with a 14-day free trial of our full research suite:
https://t.co/IpyLYq1OGT
Charts: Taiwan - down 20%, and KOSPI - down 40%.
I think what is lost to everyone is an MOU is a memorandum of understanding, its not "a deal" It is an agreement to continue talks within a frame work for another 60 days
We’ve decided to make the recording of this week’s Monday Macro live Zoom call publicly available.
Usually this is for subscribers only, but from time to time we open one up.
This is one of those weeks.
Enjoy!
https://t.co/ntl47ICl6c
Great to sit down with Jason Shapiro @Crowded_Mkt_Rpt to discuss current markets, the Macro Pillars story, and the process we apply.
Thanks for having us on, Jason.
Watch Here: https://t.co/y3W9sUs9g6
Macro Pillars caught up with our good friend @YraHarris on today’s Monday Macro call.
Yra also contributed to this week’s long-form note, sharing his thoughts on the Trump-Xi trade summit and the potential implications for agriculture, commodities, China, and the broader market setup.
Watch our market breakdown and catch-up with Yra below, including how we are setting up the week ahead.
https://t.co/jNAyWRsMyh