Home | sommacrostrategies

top of page

Best Asymmetric Macro Strategies

Finding When Economic Fundamentals Matter

Recent SOMs And Commentaries

SOM: Identifying The Opportunities In The AI Buildout --Updated

Apr 28

SOM Macro Commentary: Trade Updates And 2016-26 SOM Trade Performance

Apr 22

SOM Macro Commentary: Oil Will Not Ignite 2021/22 inflation--Slowing Growth And Housing Affordability Will Drive The Fed

Apr 15

State of the Markets: Macro Commentary: Is Citrini Right That Scaling AI Will Create A White-Collar Apocalypse?

Mar 10

2 3 4 5

SOM Macro Strategies

bottom of page