In this week’s newsletter, we’re going to run through the top five macro charts that are on our radar... As ever, much fuller and more in-depth analysis can be found in Global Macro Investor and Real Vision Pro Macro. Global Macro Investor is our full institutional research service and Real Vision Pro Macro is the sophisticated retail investor service, which is co-authored with leading research firm MI2 Partners.
Raoul, this is excellent content; it amazes me how many keep shorting Tesla when the log regression trend is so strong. They're fighting the dominant trend and will ultimately get wiped out. When I find stocks that exhibit the same characteristics as this trend, I pay very close attention.
“Account abstractions” & “Stateless Clients” exciting ETH upgrades in the pipeline. https://decrypt.co/197341/one-year-after-the-merge-where-does-ethereum-stand
Raoul, this is excellent content; it amazes me how many keep shorting Tesla when the log regression trend is so strong. They're fighting the dominant trend and will ultimately get wiped out. When I find stocks that exhibit the same characteristics as this trend, I pay very close attention.