The Spectra Markets Archive

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Highlights

JPY XAG and more

Sell America Wave 2 is in full force

Friday Speedrun

Demand shocks!

US assets may suffer scarring from repeated policy shenanigans.

Highlights

Hysteresis

US policy shenanigans inflict scars

Highlights

Estimate p(chaos)

Time to decide whether or not this is about to get real

Rabbit Holes

Recreational Buddhism

My thoughts after a hardcore 5-day meditation retreat.

Highlights

JPY NZ and BTC

We remain mostly in between narratives

Highlights

What time is the MOF?

The speed of USDJPY does not justify intervention but levels might soon

The Macro Trading Floor podcast

Catch up with Brent Donnelly and Macro Alf every week on The Macro Trading Floor. Listen as they discuss themes that are moving markets, highlight important trade ideas, and get to the bottom of what’s going on in macro.

“am/FX is a must read for everyone who wants to
understand global macro trading.”

John Mauldin, Chairman
Mauldin Economics

50 Trades in 50 Weeks

One year of good ideas, dumb mistakes, and timeless trading lessons over a wide range of topics like tactics, strategy, mindset, risk management, and of course the psychology of successful trading. Watch real trade ideas come to life in real time.

We do not teach trading strategies.

We teach you how to think, reason, and behave like someone who makes money.