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Daily Newsletter 2/2/26
The market’s speculative euphoria finally cracked on Friday.
Feb 2
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MacroXX
18
2
Daily Newsletter 1/30/26
Our market outlook remains broadly unchanged today.
Jan 30
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MacroXX
14
1
Daily Newsletter 1/28/26
Safe-haven demand strengthened as the dollar index slid to a four-year low.
Jan 28
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MacroXX
14
1
Daily Newsletter 1/22/26
Major indexes rose modestly following President Trump’s speech yesterday, aligning with expectations.
Jan 22
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MacroXX
9
1
Daily Newsletter 1/21/26
US financial markets rebounded today following sharp declines the prior day sparked by President Trump’s tariff threats related to Greenland.
Jan 21
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MacroXX
11
1
Most Popular
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How to identify overvalued stocks?
Jan 28, 2025
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MacroXX
33
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FED and global financial stability
Jan 29, 2025
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MacroXX
32
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AI boom vs. dot-com bubble
Jan 30, 2025
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MacroXX
28
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Central banks and cryptocurrencies
Jan 31, 2025
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MacroXX
25
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Mastering Mean Reversion - 1
Aug 18, 2025
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MacroXX
25
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Jevons Paradox and AI
Jan 30, 2025
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Recent posts
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Daily Newsletter 1/20/26
US stock indexes are currently trading lower, in line with expectations amid an exceptionally active geopolitical backdrop.
Jan 20
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MacroXX
13
1
Daily Newsletter 1/14/26
U.S.
Jan 14
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MacroXX
23
1
Daily Newsletter 1/5/26
Recent geopolitical and political developments have validated our market assessments, particularly in the defense and financial sectors, where our…
Jan 5
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MacroXX
17
1
Happy New Year from the Team!
Hi everyone,
Dec 29, 2025
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MacroXX
4
Daily Newsletter 12/24/25
Indices opened slightly higher this morning.
Dec 24, 2025
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MacroXX
13
Unwrapping the Santa Claus Rally: Trader's Edge
Since we’ve been talking about the Santa Claus Rally, fellow traders, let’s dive deeper together into how this gem plays out across major indexes like…
Dec 23, 2025
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MacroXX
11
1
Daily Newsletter 12/23/25
US index futures remain slightly lower this morning in premarket trading, with key benchmarks including the Dow, Nasdaq, and Russell 2000 posting modest…
Dec 23, 2025
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MacroXX
7
1
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