VTWO - A Contrarian And A Calculator + The Deep Value Case For Shipping Stocks
Alex here with your latest Friday Macro Musings…
Latest Articles/Podcasts/Videos -
The Fed Put Is Real and China Stimulates - Alex updates us all on China's surprise stimulus and the Fed's epic flip from hawk to dove.
Macro Ops Podcast: Alex, Tyler, Chris, and Mr. B - Chris hosts a monster 2.5+ hour Macro Ops roundtable with Alex Barrow, Tyler Kling and Mr. B.
Articles I'm reading -
I don't recall how I came across this piece (Twitter maybe?), but it's a terrific interview in Logic Magazine with an "Anonymous Algorithmic Trader" about the trends,