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Strategy Note - The Final Interventions, Yield of Dreams, and Portfolio Strategy Updates
In this Strategy Note - we discuss the final Trump Administration interventions in the oil and gas markets, discuss bond yields & Bessent’s latest…
16 hrs ago
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MacroEdge
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War Note: Doctor, Doctor - Saudi/Houthi Dynamics, G7 SPR Release, The French Circus
In this War Note - we discuss the latest Saudi/Houthi dynamics, discuss the G7 SPR Release, bullish dynamics for diesel with the hurricane and…
Oct 7
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MacroEdge
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Introducing the MacroEdge Flagship Growth Portfolio
A concentrated, absolute-return macro portfolio built to find market mispricings, maximize convexity, and compound capital across full market cycles.
Oct 6
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MacroEdge
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Weekly Macro Note: The 'Do Not Disturb' Period
In this Weekly Macro Note - we examine the macro week ahead, discuss the loud midterm noise versus limited signal dynamics this month, talk about the…
Oct 5
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MacroEdge
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Redeye Macro Note: Digesting the SPR Release, A Rant, Our Future, Europe in Trouble
In this Redeye Macro Note & rant - I discuss the concerning dynamics of our macro landscape and society, digest the G7/IEA SPR release announcement, and…
Oct 3
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MacroEdge
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Macro Research Portfolio Strategy Update - 9/30
In this Macro Research Portfolio Strategy Update - Don & Six dive into the latest strategy mechanics, look at the broader macro landscape, provide color…
Oct 1
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MacroEdge
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September 2026
War Note: The Final SPR Tranche... For Now, A Look at the Cyclicals - Freight & Housing
In the War Note we discuss the latest SPR and energy price dynamics, discuss the final stretch of the ‘patience through October’ story, look at freight…
Sep 30
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MacroEdge
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Weekly Macro Note: The Rising Inflation Risk, Hiking into Another Hike
In this Weekly Macro Note - we briefly set the tone for the week, look at rising inflation risks, discuss the ‘patience through October’ narrative for…
Sep 28
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MacroEdge
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Midweek Macro Note: A Little Bit of 87 Freestyle, Bond Market Bonanza, Flagship Macro Portfolio Strategy Update
In this Midweek Macro note we dive into the latest bond market mechanics, look at 1987/07 for comparisons, discuss the latest adjustments to our…
Sep 24
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MacroEdge
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Weekly Macro Note: Minding the Gap, What the Truckers & Builders are Telling Us, Crude and NatGas to Start the Week
A brief intro to kickoff the week and the schedule for the week ahead...
Sep 21
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MacroEdge
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War Note: Diesel and Refined Products Tighten Further, Overhyped FOMC Preview
In this War Note - we discuss the latest updates on diesel and refined products markets, and highlight why this overhyped FOMC preview means…
Sep 16
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MacroEdge
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Weekly Macro Note: FOMC Week First Look, Technicals Update, Inflation Problem
In this Weekly Macro Note we discuss our FOMC week first look - why the Fed is likely to hike, and why it won’t help a supply shock, analyze the latest…
Sep 14
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MacroEdge
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