FISH STORIES / BLOG
Occasionally I blog about fishing, the fishing industry and behind the scenes in the life of this humble fisher. These can be rigorously thought-out or pure fluff pieces. You get what you get. Kinda like fishing.
Buy What is On Sale: Morgan Creek Presentation
I am very fortunate to have Mark Yusko, CEO of Morgan Creek Funds, follow me on Twitter. He's a very approachable guy (must be the North Carolina charm), sleepless (judging from his tweet timeline) and an unapologetic bear (as you will see from his slide deck). I am...
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Market Thoughts: Market Timing Calls (mid-week edition)
Macro Backdrop Every morning I like to approach the markets from a Macro backdrop - any new policies, geopolitics, economic news, currency/rate moves from which I can pick my spots in assets for the trading day. Another words, I scan and synthesize Market Moving News...
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My Seeking Alpha Article: When Should We Worry About The Yield Curve?
This next article for Seeking Alpha is part Education and part Perspective. I decided to pull back in time and space to 'frame' the interest rate discussion - when to worry and why. When Should We Worry About The Yield Curve? That's my Macro take, but there is also my...
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My Seeking Alpha Article: Price Discovery And Stock Buybacks
David Jackson is the founder of Seeking Alpha - a leading financial website with over 100,000 paid subscribers who mostly prefer fundamental to technical analysis. David follows me on Twitter and asked if I would become a contributor to his publication. Now you now I...
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UNLOCKED: Captain’s Gone Fishing Newsletter from August 7th
My Macro/Technical analysis was provided to my fishing club members early August to help prepare them for a likely long and choppy month of summer trading. Oil and Gold shorts worked well as did the covering of those shorts from within the Live Trading Room. Now it's...
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My Latest at SeeItMarket – Gold Is In The Zone
The following article was published by SeeItMarket after I alerted fishing club members that I spied a macro inflection point with actionable micro trade set-ups. Long story short, I called a pullback in Gold May 7th and waited until Aug 20 to say cover shorts. That...
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My ForexAnalytix Interview & Gone Fishing Newsletter: Volatility and Rate Spikes
Dale Pinkert @ForexStopHunter and moderator extraordinaire at ForexAnalytix interviewed me for their F.A.C.E. Webinar series Thursday morning. We covered EVERYTHING Macro-To-Micro, even my (strong) views on Women In Trading! It is pretty much my roadmap across asset...
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