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SOM Updates

report
  • April 30, 2025

Tail Hedges For Recession And Market Downside Risk

Tail Hedges For Recession And Market Downside Risk Updated For The Trump Tariff Sell-off Event...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • April 8, 2025

Trumponomics 2025 | Tariffs Are A Continuation of The Economic War With China

Trump Voters Own Homes Not Equities...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • April 1, 2025

Part 1: Europe’s Debt Big Bang Goes Bust 

Germany's Big Bang Goes Bust And Ends Up Building “Bridges To Nowhere”...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • February 24, 2025

SOM: Year Ahead 2025 | American Exceptionalism Just Starting

Will the rise of American's economic exceptionalism continue under Trump?...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • December 3, 2024

The End Of China Exceptionalism

And The Start Of American Exceptionalism...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • November 25, 2024

Trade Update & Historical Performance

Recent and historical performance of SOM trades...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • September 22, 2024

Tail Hedges For Recession And Market Downside Risk

This presentation is a reprise of tail trade pitches we made at Goldman Sachs almost 20 years ago, from 2006 to late 2008....
  • By Alan Brazil
  • SOM Macro Strategies
report
  • August 13, 2024

US Economy | Recession Risk Is Overstated

Bet on the US consumer, recession risk Is overstated...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • July 3, 2024

Best Long & Short Strategies 2024Q3 

Update On Current Trade Recommendations...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • May 13, 2024

The Future of The Eurozone After Collapse of German Trade Engine: Sell Euros

Download SOM Future Of The Eurozone 2024 ...   Become a member to read the rest of this article Username or E-mail Password Remember Me     Forgot Password...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • January 15, 2024

Best Long & Short Strategies 2024Q1

Best Long & Short Strategies 2024Q1...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • October 22, 2023

Higher for Longer is the New Normal

Download SOM: Higher for Longer is the New Normal State Of the Markets By Alan Brazil SOM Higher For Longer Is The New Normal ...   Become a member to read the rest of this article Username or E-mail Password Remember Me     Forgot Password...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • October 22, 2021

Higher For Longer, Update Parts 1,2,3

som-Higher-For-Longer-Updated-Parts-123 ...   Become a member to read the rest of this article Username or E-mail Password Remember Me     Forgot Password...
  • By Alan Brazil, SOM Macro Strategies
  • SOM Macro Strategies

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