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Redeye Macro Note: “Situational Awareness - Surfing the Plateau”
From NYC on the Friday before the midterms: the plateau period, the generals at critical levels, and what situational awareness really means for our…
15 hrs ago
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MacroEdge
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Strategy Note: Rewarding Restraint? Oracle Flips the Capex Reflex
Peak yields, peak capex, and a higher-for-longer oil floor: Six on consolidating gains while the AI reflex starts running in reverse.
Oct 29
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MacroEdge
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War Note: FOMC Preview, Tuning out the Noise, Next Setup for Oil
A deadlocked Israel, a Fed hold with December hike odds climbing, and the AI trade’s prolonged distribution plateau. Why the $98-108 range for oil is…
Oct 28
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MacroEdge
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Weekly Macro Note: 99 Red Balloons
Elon calls out the neoclouds, Brazil’s election shocks markets, and oil enters the fierce $98-108 battle zone: our week ahead, from FOMC circus coverage…
Oct 26
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MacroEdge
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Redeye Macro Note: Plateau Surfing - Winds of Change
Bailout culture, a hyper-financialized bubble, and the old world calling for a reality check.
Oct 24
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MacroEdge
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Strategy Note - The Collision Course: Bonds, Barrels, and the Post-Election Escalation Window
Drawdown erased, shorts and Pfizer calls closed, and why the weeks after the midterms look like an escalation window, with bonds and energy on a…
Oct 22
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MacroEdge
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Brief Wednesday Macro Morning Briefing: Let the Wheel Spin, For Now
Degraded charts, a plateau in the AI cycle, and Iran’s potential maximum pain window before midterms
Oct 21
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MacroEdge
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Weekly Macro Note: We're All Playing Nvidia Roulette - The Fate of the Broader Market in ‘J’enron’s Paradox
Nvidia's systemic grip on tech, pre-midterm oil interventions, Asia's tight correlation, and why the broader market relies on a single trade.
Oct 19
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MacroEdge
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Evolving as an Organization Committed to You
A brief update on our MacroEdge evolution to come in the last few months of 2026, what we’re focusing on, streamlining, and enhancing going into a…
Oct 16
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MacroEdge
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Strategy Note - More Interventions Before Midterms? Portfolio Strategy Note, and GOP Warning Signs for November
In this Portfolio Strategy note for 10/14/2026 - Don, John, and Six dive into key market signals, looking at how to take best advantage of the market in…
Oct 15
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MacroEdge
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War Note: Walking a Tight Rope, CPI Look
In this War Note - we discuss the current ‘walking on a tight rope’ global market dynamic as technicals, internals, and other indicators flash larger…
Oct 14
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MacroEdge
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Weekly Macro Note: Peak Apathy is Here, ‘Patience Please’
In this Weekly Macro Note - we explore market apathy across the tech spectrum, look at the latest oil & gas and bond market dynamics, highlight the…
Oct 12
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MacroEdge
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