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Best Asymmetric Macro Strategies

Finding When Economic Fundamentals Matter

Recent SOMs And Commentaries

Macro Commentary: Update On My June 10th AI Buildout Opportunity Trades

3 days ago

SOM: Identifying The Opportunities of The AI Buildout Updated--Now Buy US and Chinese Grid Equities

Jun 15

SOM Best Long And Short Strategies---Fade CB Rate Hikes

Jun 1

SOM Macro Commentary: Update After April CPI And Update On SOM Trades

May 17

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SOM Macro Strategies

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