Institutional Macro Research

Macro research from a $2bn hedge fund trader.

Weekly deep dives on credit, banking systems, eurodollars, and monetary & fiscal policy.

Years of trading experience, compressed into research that helps sophisticated investors allocate across equities, bonds, FX and commodities. I write to clarify my own thinking and meet market participants — you get the same detailed research.

Subscribe — Launching June 2026.

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