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

New Fed Inflation Mandates  This, just in: Fed Seen Holding Rates at Zero for Five Years in New Policy Fed looks likely to keep short-term interest rates near zero for five years or possibly more Fed expected to tolerate faster inflation, lower unemployment Fed is expected to seek an inflation rate that roughly averages 2% […]
To Access This Member Content, Log In Here!