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:
- Reflections and Inflections
- Sector Watch
- 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 […]