In this week’s newsletter, we’re going to run through the top five macro charts 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.
Thanks Raoul. I eventually became a Global Macro Investor subscriber because of these Sunday snippets, so your effort is greatly appreciated by me and I'm sure will be by other future GMI subscribers ... I've already made a quarter mill on solana (bought 50k SOL at $16) so thanks and the $17.5k subscription per annum sure looks small now compared to how much I will earn and, I'm sure, preserve that wealth over the many years ahead ... Thank you for doing this with your semi-retired (haha I know you work your azz off in Cayman) life and finding a way to learn and become wealthier while teaching us, who have come along for the ride in your classroom, to capture the wealth generated by this coming Exponential Age.
Did anyone else read this statement: 'We think the NDX may get to new all-time highs by November; the same applies to ETH.' as the expectation is new ATH for ETH i.e. > 4.8K by mid/late Q4?
Hi Raoul & Julian. I truly enjoy these weekly pieces. Could i ask how the SP500 and NDX points labeled on Chart 2 and Chart 3 are determined/positioned given where we are in the business cycle ?
Thanks Raoul. I eventually became a Global Macro Investor subscriber because of these Sunday snippets, so your effort is greatly appreciated by me and I'm sure will be by other future GMI subscribers ... I've already made a quarter mill on solana (bought 50k SOL at $16) so thanks and the $17.5k subscription per annum sure looks small now compared to how much I will earn and, I'm sure, preserve that wealth over the many years ahead ... Thank you for doing this with your semi-retired (haha I know you work your azz off in Cayman) life and finding a way to learn and become wealthier while teaching us, who have come along for the ride in your classroom, to capture the wealth generated by this coming Exponential Age.
Thanks Raoul & Julien.
Did anyone else read this statement: 'We think the NDX may get to new all-time highs by November; the same applies to ETH.' as the expectation is new ATH for ETH i.e. > 4.8K by mid/late Q4?
Or am I reading this incorrectly?
Second question is if you could please remind us what is GMI NFP proxy and or its components.
Hi Raoul & Julian. I truly enjoy these weekly pieces. Could i ask how the SP500 and NDX points labeled on Chart 2 and Chart 3 are determined/positioned given where we are in the business cycle ?
thanks for sheering