MacroEdge a is leader in global macro intelligence, commodity research, & strategy. Empowering macro-based decisions around the globe. #MacroEdge
Scottsdale, AZ
Joined June 2022
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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:
macroedge.world/p/introducin…
#MacroEdge #DrivenbyHumanIntelligence
MacroEdge retweeted
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...
macroedge.world/p/redeye-mac…
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 ⤵️
open.substack.com/pub/macroe…
#MacroEdge
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 ⤵️
open.substack.com/pub/macroe…
#MacroEdge
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San Diego mayor signs data center moratorium, bill will head to council
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Iran’s Navy is claiming that two more vessels have struck mines in the Strait of Hormuz today
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American Express to slash 5% of workforce in latest AI-driven layoffs
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Germany's national strategic oil stockpiling agency EBV on Friday circulated a tender to release diesel, heating oil and crude oil volumes from strategic reserves
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Spain was last night xitter.cf/macroedgeres/status/21…
Spain to release 4.4 million barrels of emergency diesel, jet fuel stocks amid record high prices
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Bank giant Barclays to slash 5,000 jobs in efficiency push - about 5% of their workforce
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Spain to release 4.4 million barrels of emergency diesel, jet fuel stocks amid record high prices
#MacroEdge
The future of global macro
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Amazon withdraws plans for four data centers on the 122-acre former GWU Ashburn campus in Loudoun County after buying it for ~$427M
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i24NEWS: The U.S. is carrying out a large-scale evacuation of family members of American diplomats from all Middle Eastern countries except Oman and Israel, according to two regional diplomats
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Latest Oil & Gas Strategy Note is available, linked below ⤵️
#MacroEdge
MacroEdge retweeted
My latest Oil & Gas Strategy Note is now available.
"Fully Embracing the Game... Patience through October continues. Higher-for-longer is priced through 2026 - and re-rating into 27, troops are evacuating, and our strategy holds its course."
Linked below.
The Weekly Macro Research Strategy Note is now available ->
The Collision Course: Bonds, Barrels, and the Post-Election Escalation Window
#MacroEdge
open.substack.com/pub/macroe…
US troops and diplomats evacuating their Middle East posts - NBC News
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Trump will release 315,000 barrels from the Northeast's 1 million-barrel heating oil reserve as diesel prices surge ahead of the midterm elections
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