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France’s Quiet Gold Repatriation — and the Revival of Monetary Sovereignty
In a move that went largely unnoticed, the Bank of France quietly brought all of its gold reserves back under domestic control, ending decades of…
20 hrs ago
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MacroXX
15
1
The US-Iran War Is a Regional War With Global Economic Consequences
The war began on February 28, 2026, when U.S.
Apr 6
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MacroXX
18
2
1
Oil, Ultimatums, and the Gulf
A Trader’s Guide to the US–Iran Shock
Mar 25
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MacroXX
20
1
3
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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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MacroXX
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The Petrodollar Fracture
Energy Conflict and Market Stress
Mar 23
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MacroXX
16
Paid Post: Our Latest Oil‑Market Positioning
The ongoing conflict in the Middle East has pushed oil back to the center of global macro discussions.
Mar 19
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MacroXX
18
2
US Backs Down on Russian Oil Sanctions
Pragmatism Wins as Iran War Fuels Chaos
Mar 10
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MacroXX
18
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Oil, War, and the Limits of Control
Why 2026’s Economy May Be Harder to Steer Than It Looks
Mar 9
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MacroXX
15
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Geopolitics, Macro Shocks, and the Iran–US Test
What we at MacroXX think actually matters
Mar 1
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MacroXX
16
Daily Newsletter 2/24/26
Equities reflect a stellar earnings season and robust estimate revisions—albeit now slowing—yet the S&P 500's year-to-date performance lingers near…
Feb 24
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MacroXX
18
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Daily Newsletter 2/10/26
One thing is clear in today’s markets: uncertainty is likely to persist longer than most investors anticipated.
Feb 10
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MacroXX
8
1
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