My mantra is simple and what drives my Macro-To-Micro trading style: Policies lead economy. Credit leads equities. And Volatility reprices everything.

My Gone Fishing Newsletter is divided into basically three parts:

  1. Reflections and Inflections
  2. Sector Watch
  3. Macro Considerations

Breaking Records And I’m not even talking about the S&P, which is also at All Time Highs… It’s official: U.S. ECONOMIC EXPANSION has entered its 121st month, becoming the longest on record, and surpassing the long boom of 120 months in the 1990s: But Divergences Are Growing U.S. MANUFACTURING survey responses over the last nine […]
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