I have two jobs: ALPHA GENERATOR & MOM.
That last part means I let clients know when it's safe & when it's not.
Join for the Market Timing, Sector Rotation & Thematic Trends!
Stay for Mom's Smell Test.
ALL to help you better position, profit & protect.
Concoda's weaves together detailed knowledge of the opaque markets that support our financial system with great writing and forward looking insights. Always appointment reading!
Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
Must read for market trends and investment theses.
Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.
