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

To catch you up on Last Week’s Fishing Lessons / Daily Weather Reports: Friday: Market Thoughts: Oil About To Get Busy? Thursday: Market Thoughts: Let’s Talk About Gold Wednesday: Market Thoughts: Silver and Gold Are The New VIX Tuesday: Market Thoughts: Two Acts Running On The Same Main Stage Monday: Market Thoughts: As Good As […]
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