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Posts by category
- Category: News
- Before you fly the nest
- Flash Crash Madness in USDJPY
- AMFX Rabbit Hole 5 RIP Month End Models 28JUL22
- AMFX It is still sell rallies 18JUL22
- AM/FX: Who watches the Watchmen?
- Miami Trip Notes
- AM/FX: Money Can Buy Happiness (in variable and diminishing quantities)
- MacroTactical Crypto #11: Sober
- AM/FX: Hitting the trifecta
- AM/FX: No fear
- AM/FX: Please place seatbacks and tray tables in the upright and locked position
- AM/FX: QT2 – With a Vengeance
- MacroTactical Crypto #8 – Buy some mittens
- A somewhat empirical look at the The Magazine Cover Indicator
- MacroTactical Crypto #5: Nobody will tell you when to sell
- Why I’m bearish crypto and short ETH
- Embrace the Nonsense… 69, 420 and other round numbers in crypto
- MacroTactical Crypto #2: Bitcoin crashes, seasonal patterns and other cool stuff
- How much crypto should investors own?
- Notes from Camp Kotok 2021
- 21 Ways to Succeed at Trading and 13 Ways to Fail
- Day-One Advice for New Hedge Fund Portfolio Managers
- A Conversation With Howard Marks
Products
Crypto Archives
- MTC #35: Debbie Downer
- MTC #34: Wen Big Bottom
- MTC #33: Can Crypto Cross the Chasm?
- MTC #32: Stiff Competition and Hard Truths
- MTC #31: Algorithmic Layering: Sanctioned
- MTC #30: Summer Fun and Games Edition
- MTC #29: The Bull Trade and Mr. MSTR
- MTC #28: Hodge Podge
- MTC #27: Failure To Regulate
- MTC #26: Bullish(ish)
- MTC #25: Intriguing Resilience
- MTC #24: Bitcoin Is a Hedge for Loose Policy, Not Inflation
- MTC #23: 3.4% of the Bitcoin(s) Are 34% Off
- MTC #22: The Next Two Weeks Are Critical
- MTC #21: Tortoise v. Hare, and More and More
- MTC #20: World Computer vs. Digital Gold
- MTC #19: Corrs, Revolving Doors, and "Stable"coins
- MTC #18: The LUNA Death Spiral
- MTC #17: Who's Driving The Bus?
- MTC #16: Talking to Clark Read
- MTC #15: A Taxing Month Ahead
- MTC #14: DeFi for the TradFi Guy
- MTC #13: Unlucky
- MTC #12: If My Grandmother Had Wheels
- MTC #11: Sober
- MTC #10: Literally, Not a Game
- MTC #9: Flat Is Good
- MTC #8: Buy Some Mittens
- MTC #7: These Charts All Look Like Mountains
- MTC #6: Hype Cycles
- MTC #5: Nobody Will Ever Tell You When To Sell
- MTC #4: 8 Warning Signs
- MTC #3: Embrace The Nonsense
- MTC #2: Fully Vested
- MTC #1: Two Cascading Failures at the ATH