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

Palladium’s Power Palladium’s demand has seen a steady increase in recent years, owing in large part to its use in the automobile market as it relates to combustion engines. Platinum, on the other hand, is the most recent darling for speculators, owing in large part to its use in the electric vehicle market.  Which is […]
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