
Mark Dow's private Twitter channel, sharing experiences & processes in a cleaner, more focused way. All Global Macro, all the time.
Behavioral Macro: The Last Post on Gold behavioralmacro.com/the-last-post-…
So you want to short bitcoin? Here’s your road map. [L] $BTC $XBT behavioralmacro.com/so-you-want-to…
Of Patterns and Psychology: A How-To for Shorting $TSLA [L] behavioralmacro.com/of-patterns-an…
Low interest rates aren't the primary driver of bubbles. You know what is? Credit standards, and this observation of JP Morgan: "Nothing so undermines your financial judgement as the sight of your neighbor getting rich"
15 Things Global Macro Investors Should Have Learned from The Great Financial Crisis and Aftermath behavioralmacro.com/15-things-glob…