Macro Insiders

Our retail product published in collaboration with Raoul Pal of GMI and Real Vision TV.  It is a lighter macro research newsletter focused on assets available to retail investors. Many of our clients use it to reinforce the message.

PLEASE NOTE: This product is not included in a free trial, it is only available to our paying subscribers.

Macro Insiders: In Focus Trade Portfolio – May 2022

This publication is your ‘go-to’ to view a summary of trade recommendations proposed by Julian and Raoul in their respective In Focus pieces. Each month, we update the performance of these trade recommendations, adding and removing trades as per the advice given in any In Focus publication or Flash Update.

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Macro Insiders: Flash Update from Julian

If the Fed is really as determined to tighten financial conditions, as they say, come what may, this is toxic for stocks. Add a short SPX against existing equity longs and pull up stops on the recent LatAm additions.

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Macro Insiders: In Focus Trade Portfolio – April 2022

This publication is your ‘go-to’ to view a summary of trade recommendations proposed by Julian and Raoul in their respective In Focus pieces. Each month, we update the performance of these trade recommendations, adding and removing trades as per the advice given in any In Focus publication or Flash Update.

Read More »