The Spectra Markets Library

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am/FX

$5 … Trillion … Dollars

Dr. Evil could not have imagined a company worth this much

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am/FX

Holding

The big levels are holding so far; the bears are getting growly

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am/FX

The State of AI Capex Sentiment

People are not raging bearish—but they ain’t exactly bullish

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friday speedrun
Friday Speedrun

Cracked 2

Is this the peak of the “AI won’t pay for itself!” narrative and a bottom for stocks?

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am/FX

Breaking Badly

Levels breaking everywhere as momentum is gone and fear is here

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am/FX

Jobs, silver, BTC, NQ, +

Short blurbs on NFP, silver, BTC, NQ, and BRL

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am/FX

No longer bearish any stocks

Not bearish stocks, not bearish crypto nor crypto DATS

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am/FX

NFP ADP AUDNZD UP/DOWN

A variety of topics—Some of them interesting

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am/FX

Spin Spin

The market has spun around again

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friday speedrun
Friday Speedrun

Cracked

Not everyone trusts that Sam can find a trillion dollars lying around

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am/FX

MTUM cuts both ways

How far can we extend?

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am/FX

Challenging jobs data

That data looks pretty bad!

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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.

Professional skills for finance.

Tap into the wisdom of the most respected names in global markets. Connect theory to practice and advance your career.