The Spectra Markets Archive

Filter
Reset
Subscriber-only

AM/FX: Down but not out

Talking about the softening but not yet disastrous economic situation.

Subscriber-only

AM/FX: OER and Sintra

Talking about sticky inflation and Fed policy .. plus Sintra.

Subscriber-only

AM/FX: Who watches the Watchmen?

Is a strategic Fed leak to a reporter during the blackout period a violation of policy, even if it’s the Chair doing the leaking? It seems like it to me, but I’m not sure.

Subscriber-only

am/FX: Addicted to Gradualism

1. A rare double gap down in NASDAQ + Turnaround Tuesday = today is a very risky day to be short stocks.
2. A mind-blowing speech from Arthur Burns, with some big excerpts.

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.