Jason Shapiro: It’s Too Early To Get Long Bonds

Jason Shapiro: It’s Too Early To Get Long Bon...

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Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup

This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities ...  Show more

Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup

This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital is rotating across real assets, rates, and global markets. Enjoy! — FollowTyler: ...  Show more

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