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Macro & General Thoughts
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National Security and Tariffs — U.S. Steel Producers Are Poised to Print Money
Update on Gerdau and Views on the U.S. Steel Industry
Oct 20, 2025
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Bulls make money, bears make money, pigs get slaughtered
Prepare for higher volatility, violent moves, and an unwind in positioning...
Jul 23, 2025
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It’s All One Big Trade
How global trade shifts are reshaping markets and creating new opportunities…
Jun 30, 2025
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Markets in Panic: Rapid Positioning Shifts Create Opportunity – Here’s What I’m Buying
U.S. equity markets have fallen at one of the fastest paces ever. I have begun buying positions in these stocks ...
Mar 13, 2025
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Oil Outlook for 2025
OPEC+, Iranian sanctions, Chinese demand, peak shale, and much more…
Jan 2, 2025
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Chinese Rate Cuts: Markets Surge as Inflation Looms
The stage is set for a 2nd wave of QE, as China and the U.S. cut interest rates …
Sep 29, 2024
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War on Oil: Hedge Funds Go Short
Recession Fears Fuel Market Turmoil, while the world looks at the Middle East
Aug 4, 2024
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