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Update On My Recommended Trades

Recommended Open And Closed Trades I have not put out an update since the beginning of the year won my recommended trades so, I thought it was about time. So here goes. I am currently positioning for three themes: Exponential Rebound in US Economic Growth I am positioning for…   Become a member to read […]

The US After Trump And COVID

Step 1: Identify Macro Themes What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID? Step 2: Fundamental Economic Framework Surge In Cases Not Just An Artifact of A Surge In Testing–Hospitalizations…   Become a member to read the rest of this article