macroeconomics

Nigel Tufnel’s Market

In this Feed post, Alphacution brings together a wider-than-usual Overton window of macro-economic and market macro-structure factors to explain an era of extremes - including the "Bitcoin product expansion mania", all-time highs in off-exchange US stock trading, and new evidence for "wag-the-dog" impacts of options - at the beginning of the new Trump 2.0 era...

By |2025-01-21T15:26:55-05:00January 16th, 2025|For Subscribers|