Market Zeitgeist

Divining the stock market's next move by looking at macro, technicals, and market internals. Long + short trade ideas.

Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.

Essays on physics, markets, time, and love.

Choosing economic self-reliance, navigating global instability and degrowth, managing burnout, invest in yourself.

Market insights - blended macro and tactical overlays, driven by cycle models, offering differentiated alpha and thematic idea generation.

Connecting economic trends, money flows, and market signals to help investors understand what’s driving stocks and where risks and opportunities may be developing.

Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Value Investing, Life/Philosophy and Classical Music Explained

Global Liquidity Insights

Stop settling for average returns. Invest smarter with Pareto Principle!

Weekly market commentary and stock ideas by a professional investor who has managed $5B.

Deep-dives and financial analysis from an ex-Wall Streeter trying too hard to be funny. You get what you pay for (it's free)

Market structure over narrative.