Mid-Week Update: Oil and Q2 Kick-off Ozone Updates
An update for Ozone users on new features that are now available, a new member tier, and an update on one of the most important (inflationary) commodities that's been on the move.
Hi all -
Hope you are all having a smooth start to your week. Wanted to give you a quick update this Tuesday on the oil market as well as the new Vision/Ozone features that are (finally) now available for all of you Ozone (and-non) members, so thank you all for your patience on that front. Our goal in these features over the next quarter is to emphasize quality over quantity - and we will continue to be focused on that in the coming months as we expand and improve. For those interested in experiencing MacroEdge without Ozone - we’re expanding a separate offering of just access to our new Research Desk (Vision), the Social Club, and Mint - more on this below.
For the general public we now have:
The data available on our X and Social Media Feeds
Our Radio Show (MacroEdge Radio: Macro After Dark)
Weekly Redeye Report (Friday evening at midnight)
For Ozone members we now have:
Weekly Research Reports
Monthly Labor Market Report
MacroEdge Mint, our Dedicated Newsdesk and Feed
MacroEdge Social Club, our dedicated lounge for all MacroEdge members to network and discuss life, the markets, and more
MacroEdge Vision, our brand new asset research desk led by @SixFinance, which will track the performance of our Vision portfolio with critical market updates, actionable updates, and more from Six and Don
Our Services Suite (this along with the Data Dashboard are the final priorities for us to complete in the next few months, with service offerings potentially arriving in Q3/4 depending on our available staffing resources)
Data Dashboard (progress on our comprehensive hosted dashboard interface is ongoing as we import data from FRED et al.)
Get access to Ozone here:
This is a great place for us to stop and really expand and build upon all of the fabulous things we’re doing, thus far. Rounding off this part of our ‘2025 Vision’ with the Vision Research Desk is a great place to position ourselves as leaders in a variety of different areas within the financial/economic sectors, respectively, for years to come.
Our new member tier is now also available (as of today 4/2) - Vision:
Vision members will get access to Vision - our equity research desk that includes actionable insights, performance updates, and more (read more below on Vision), Mint - our newsdesk, and the brand new MacroEdge Social Club. Think of this as ‘Ozone-Lite’ for those wanting exposure to our great community, incredible minds on the equity research side of things, and a place for you to get the most important market moving news.
Vision will give an individual limited access to our website (seeing just features available for Vision members) but will be available at $24.99/mo. We have no current corporate or SMB options for Vision available yet and recommend Ozone if you are looking to acquire our data, research, and now new Vision features for you and your organization.
Oil & Gas Update:
On the oil and gas market - which we’ve been discussing now frequently since July - the recent move clearly has the Fed’s attention (especially as it was brought up in Fedspeak comments today). Oil has advanced almost 25% of the lows from the Powell pivot - and broadly, commodities have caught a substantial tailwind from February to present.
Oil now presents a great risk politically to the White House (and) a greater inflation threat to Powell who seems contempt with a higher inflation range for longer scenario (we will of course see how long this lasts).
Oil made a move above a longer-term downtrend today and has started a new uptrend in what may be a push past $90bbl or higher in the coming days if the right combination of the physical market, continued demand, and geopolitical risks combine to propel the commodity higher:
(Notice oil clearing the 20/50/and 200) daily moving averages on the move today to the highest level since last Fall.
Gasoline is making a move sharply higher as well and could be setting up for an explosive move higher in the coming days if news stays positive and the Fed remains light on the ‘gas’, if you catch my drift:
A move to $3/gal on RB1! and above that could really get interesting…
We’ll continue to monitor the evolving conditions on the oil and gas front and expect to see a Fed response (of some sort - even talk) if things continue to head up for these two things.
MacroEdge Vision:
MacroEdge Vision: Crafting the Next Generation of Equity Research
Led by our Head of Equity Research (@SixFinance) - we are pleased to launch our asset research desk that will be overseen by Six and Don. MacroEdge Vision will provide a gateway for us to build upon proven performance into other realms in the financial world in the coming months and years and we are excited to share it with you all. With Vision - all Ozone (and a new tier of member - Vision) will get access to:
Updated/actionable Vision portfolio updates, snapshots, and decisions in real-time
Relevant news to important asset and equities in discussion pertinent to Vision
Monthly tear sheet update for performance, insights, and analytics
Our goal is to build upon our track record of success in the research landscape and combine it with success in the asset/equity landscape. The goal of our new asset research desk is to identify exploitable opportunities across a variety of industries to drive performance for our portfolio for years to come.
Steps and New Features for Existing Ozone Members:
Current Ozone members will get an email in the coming days with an access link to the Vision feed - and this will also be accessible through the ‘My Account’ page at MacroEdge.net. If your X account doesn’t specify your name on your Ozone account - please notify us by replying to the email.
Join the MacroEdge Social Club (for Ozone Members and MacroEdge Team Members Only): https://twitter.com/i/communities/1774595054994088213
MacroEdge Mint: Will be sent out in the Friday Redeye release, and the MacroEdge Vision community link will as well.
I anticipate as we continue to grow and expand with this phase of our 2025 Vision laid out, we may consider increasing initiation fees on incoming customers to continue to upgrade offerings, expand our team, and get better month after month across the board. I also appreciate all of the patience on the time it takes us to develop many of these offerings with our smaller team size, but we are running at full-capacity around 18+ hours a day presently (my screen time usage would probably intimidate even the most avid computer gamers)…
That’s all for this Tuesday evening and we can’t wait to kick off Q2 with all of you on a strong note,
Don & the MacroEdge Team