We are very excited to partner with @RunPlutus and launch the MacroEdge Flagship Growth Portfolio.
This actively managed portfolio is led by @SixFinance, our head of research, and is designed to compound capital at a high rate across full market cycles by pursuing absolute returns, independent of broad equity market benchmarks like the S&P 500 or Nasdaq 100.
More information is available below:
https://t.co/lVIhntql9a
#MacroEdge #DrivenbyHumanIntelligence
European natural gas topped €97/megawatt-hour for the first time since 2022 as concerns mount about the region’s fragile supply balance this winter
#MacroEdge
Sunday’s Weekly Macro Note is live
🔹 Elon calls out the neoclouds as a cycle shift unfolds
🔹 Brazil’s election shocks markets
🔹 FOMC week: Warsh is no Powell
🔹 Oil enters the $98-108 battle zone, with 3 pathways from here
🔹 Midterms and populism whack-a-mole
Patience through October, final week 👇
https://t.co/a8HdZlQJNK
#MacroEdge
The Weekly Macro Note will be out late this evening
'99 Red Balloons' - a look at the FOMC week ahead, oil pathways from here, and election review and outlook from Brazil, to Israel, Spain, the USA, and beyond...
Not yet a MacroEdge reader? Find us at -> https://t.co/rGqpNtzvhd
The Weekly Oil & Gas Research Macro Note is now available ->
The most important juncture of the cycle: cutting through the noise with real-dollar oil prices, the first signs of fuel-driven unrest in Europe, and one final week of patience through October.
Link: https://t.co/nqS51f4RIZ
#MacroEdge
The Weekly Oil & Gas Research Macro Note is now available ->
The most important juncture of the cycle: cutting through the noise with real-dollar oil prices, the first signs of fuel-driven unrest in Europe, and one final week of patience through October.
Link: https://t.co/nqS51f4RIZ
#MacroEdge
Enjoy the latest Redeye Macro Note.
We take a look at participation trophy culture and its relation to begging for bailouts, a revenge of the 'old world' economy as highlighted by @CommodMkt, & much more...
https://t.co/43W0tVFmiA
Redeye Macro Note: Plateau Surfing - Winds of Change
We discuss the bailout culture driven by everyone needing a trophy, a hyper-financialized data center bubble, and the old world calling for a reality check
Linked below ⤵️
https://t.co/Grkkg4mXLk
#MacroEdge