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The Oracle Speaks

Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot me an email at alex@macro-ops.com and I’ll share it with the group. Recent Articles/Videos — Lessons From Stanley Druckenmiller — AK discusses Druck’s advice on betting big, going anywhere, and gaming market scenarios. The Commodity Boom of 2018 — Our call on oil has been spot on so far. Here’s what we think happens next. Articles I’m reading — Mark Dow shared an older but excellent post where he lays out the actual impact of central bank QE on markets and […]

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