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 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 […]

Read More