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The Best Trading Podcasts For Global Macro Investors

These days we’re flooded with information with barely enough time to digest it all. To help solve this, our team at Macro Ops tunes into trading podcasts. With trading podcasts, all those hours you spend driving, doing chores, or working out can also be used to catch up on markets and learn something new. Below you’ll find a list of podcasts we listen to on a monthly basis to keep our game sharp. We’ve separated them into two categories — process based and news/commentary/narrative based. The process based podcasts help us develop our macro trading strategies while the commentary helps […]

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Please Help Michael Snyder Become Donald Trump’s Best Friend In Congress #MAGA

Can you name Donald Trump’s best friend in Congress?  I was thinking about this question the other day, and I couldn’t come up with a single name.  Since nobody else seems very eager to take on that mantle, I will be more than happy to claim it.  If I get elected to Congress, I will call for the witch hunts against Trump and his administration to be immediately shut down, I will publicly defend the president every chance that I get, and I will do all that I can to advance the Make America Great Again agenda.  I believe in […]

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Storing Bullion at Home ISN’T the Best Idea

Bullion investors know governments are fickle and sometimes change the rules to suit their whims. They know the U.S. government has piled up more debt and obligations than it can hope to meet, and they can pretty much guess the ramifications. Fiat currencies die – often spectacularly. That’s why lots of proponents of holding physical bullion insist that you must take possession of the metal you buy. “If you can’t hold it, you don’t own it,” they say. It’s pretty darn good advice. The simple truth is that if your metal is not under your direct control and you have […]

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The Country that Will Best Survive this Global Financial Crisis and Prosper in the Aftermath

I’m in Australia this week. It’s a long flight and the airlines lost part of my luggage. Hate the jetlag. But LOVE the country. The first place I always go in Sydney is the best upscale food court I’ve ever seen anywhere in the world at the Westfield mall downtown. I’ve been coming to Australia to lecture since the early 1990s, even before my first breakthrough book, The Great Boom Ahead. I started speaking at TEC, a global network of small business CEOs (it’s now called Vistage). It’s beautiful here. The interior is a giant desert while the rim boasts […]

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The Best Thing That Trump Has Done So Far

On Thursday, the U.S. House of Representatives finally approved a bill that would repeal and replace significant portions of the law that created Obamacare.  But it was a very close vote.  On Donald Trump’s 105th day in the White House, 217 members of the House voted in favor of the bill, and 213 members of the House voted against the bill.  Of course “Trumpcare” is far from perfect, and it actually does very little to fix our rapidly failing healthcare system, but the reason why this is the best thing that Trump has done so far is because this bill […]

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The 5 Best Books On Economic History For Global Macro Trading & Investing

If your goal is to become a master global macro trader or investor, then you need to become a devout student of economic history. The books below cover various episodes of credit driven speculation throughout history. Studying these instances will show you that humans tend to repeat similar periods of economic delusion time and time again. This knowledge will help you stand apart from the crowd and form profitable “smart contrarian” opinions that will put you ahead of the game. 1.  Ray Dalio’s “How The Economic Machine Works” Ray Dalio is the founder of Bridgewater Associates — the #1 most […]

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Mortgage & Equity REITs: Two of the Best Values in Today’s Market

On a team full of momentum traders, I’m something of an odd man out at Dent Research. I’m a value investor. Some might even call me a dumpster diver. I like buying stocks that are cheap… dirt cheap… or even better, left for dead. But there’s a little problem with that these days. There just isn’t a whole lot out there that can credibly be called “cheap” at today’s prices. The S&P 500 trades at a cyclically adjusted price/earnings ratio (“CAPE”) of 26.5. That places it about 59% higher than its average over the past 135 years, and implies that […]

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Looking At Muted Returns? Your 401(k) Might Be Your Best Friend

If they’re not sick to their stomachs yet, they will be soon. First-quarter 401(k) account statements will be arriving in mail boxes in a few short weeks. When they do, a lot of Americans will wonder why they even bothered contributing. For all of the day-to-day noise, the market is going to finish the quarter pretty much where it started. And to think, the market hasn’t even crashed yet. Running on a proverbial treadmill like that is frustrating, and I’d love to tell you to expect better returns for the rest of the year. But based on where stocks are […]

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Investing Playbook: Denver Just Showed the Best Offense Is a Good Defense

The best offense is a good defense. I don’t know who first said that, but the Denver Broncos just demonstrated it as well as anyone in last night’s Super Bowl. Facing off against the Carolina Panthers, the Broncos’ defense completely shut down the offense led by quarterback Cam Newton. I wasn’t even sure I was watching the same player. He had a completely different performance in the playoffs against Arizona two weeks ago. I’ve never seen one team play two more different games! In the playoffs game, “Super Cam” had plenty of opportunity to show off his incredible throwing and […]

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The Best Demographic Trends of the Century

Greece is not the place to be right now. Its citizens are capped out at $ 67 a day on the ATM. Its pensioners are pinching pennies. Its doctors are leaving in droves. Its long-term demographics are deplorable, making the chances for recovery more and more abysmal. It’s a nightmare! I’ve already explained that large-scale debt deleveraging will be one of the triggers that sends the global economy back into crisis. Now that Greece has defaulted on its $ 1.7 billion IMF payment, they’re looking more and more like the beginning of the end. If Greece kicks the bucket, it […]

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