I’ve developed a real distaste for macro over the last few months. Macro is the easiest way to look and feel smart while saying nothing. You can talk rates and geopolitics forever and never be wrong, because nobody marks your calls to market. 99% of it is entertainment, and it’s catnip for content creators, because there’s a fresh thing to react to every other day, so they happily feed the cycle. It’s all fugazi.
The sooner you realize that the world doesn't belong to high-intelligent people and IQ is a form of cope
It all clicks faster
The world belongs to high energy/risk takers that are not afraid to expose themselves in uncomfortable positions
This is becoming more obvious each day