<![CDATA[MacroXX]]>https://www.macroxx.aihttps://substackcdn.com/image/fetch/$s_!5H6-!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc871638c-b580-4ef6-846d-af592a3cd6d9_500x500.pngMacroXXhttps://www.macroxx.aiSubstackThu, 09 Jul 2026 18:26:15 GMT<![CDATA[Roosevelt, Gold, Debt, and the New Monetary Rumor]]>https://www.macroxx.ai/p/roosevelt-gold-debt-and-the-new-monetaryhttps://www.macroxx.ai/p/roosevelt-gold-debt-and-the-new-monetaryThu, 02 Jul 2026 21:40:30 GMTWhen Money Becomes a Policy Tool

History has a way of returning in altered form. In the 1930s, Franklin Roosevelt did not simply change the price of gold; he used gold revaluation as a monetary reset.…

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]]><![CDATA[What Would Milton Friedman Think About Today’s Market?]]>https://www.macroxx.ai/p/what-would-milton-friedman-thinkhttps://www.macroxx.ai/p/what-would-milton-friedman-thinkTue, 30 Jun 2026 19:33:38 GMTMilton Friedman was one of the most influential economists of the 20th century and the leading modern advocate of monetarism. Monetarism is the view that money supply, central bank policy, and nomina…

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]]><![CDATA[Bond Vigilantes Strike Britain]]>https://www.macroxx.ai/p/bond-vigilantes-strike-britainhttps://www.macroxx.ai/p/bond-vigilantes-strike-britainMon, 22 Jun 2026 17:12:30 GMTThis morning, U.K. Chancellor Keith Stiemer resigned. His resignation was partly driven by the fallout from the recent bond market turmoil and the alonging pressure from bond vigilantes—along with ot…

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]]><![CDATA[Japan’s Monetary Policy Tightens]]>https://www.macroxx.ai/p/japans-monetary-policy-tightenshttps://www.macroxx.ai/p/japans-monetary-policy-tightensThu, 18 Jun 2026 14:26:16 GMT

On Tuesday, the Bank of Japan (BOJ) raised its so-called policy rate to 1% from 0.75% — a level not seen since 1995.

The decision comes as some other central banks have raised interest rates this year…

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]]><![CDATA[MacroXX Market Update]]>https://www.macroxx.ai/p/macroxx-market-updatehttps://www.macroxx.ai/p/macroxx-market-updateMon, 15 Jun 2026 13:29:13 GMTAt MacroXX, we’re tracking the following major points that are shaping the market today:

  1. US-Iran Deal as Catalyst: Markets will view the US-Iran peace deal as a catalyst, but we recommend caution. Des…

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]]><![CDATA[RDW (Redwire Corporation)]]>https://www.macroxx.ai/p/rdw-redwire-corporationhttps://www.macroxx.ai/p/rdw-redwire-corporationMon, 15 Jun 2026 10:17:04 GMTThis is one of the positions we entered because of the SpaceX IPO last week: RDW. Below you can find our complete analysis covering fundamentals, technicals, our option position, and exit strategies.…

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]]><![CDATA[SpaceX Trade Update: Momentum Pauses, We Stay Patient]]>https://www.macroxx.ai/p/spacex-trade-update-momentum-pauseshttps://www.macroxx.ai/p/spacex-trade-update-momentum-pausesSun, 14 Jun 2026 18:08:27 GMTAt MacroXX, we’re providing a quick follow-up to our June 11, 2026 post, “How We’re Playing the SpaceX IPO (Without Buying It).”

Following the strong move on Thursday, our positions gave back gains an…

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]]><![CDATA[SpaceX IPO Day 1: Risks & Opportunities ]]>https://www.macroxx.ai/p/spacex-ipo-day-1-risks-and-opportunitieshttps://www.macroxx.ai/p/spacex-ipo-day-1-risks-and-opportunitiesFri, 12 Jun 2026 09:49:48 GMT

We published this on June 12, 2026.

At MacroXX, we’re not participating directly in the SpaceX IPO, and we’re also not chasing it—at least for a while.

Instead, we’re taking a different approach. Below…

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]]><![CDATA[How We're Playing the SpaceX IPO (Without Buying It)]]>https://www.macroxx.ai/p/how-were-playing-the-spacex-ipo-withouthttps://www.macroxx.ai/p/how-were-playing-the-spacex-ipo-withoutThu, 11 Jun 2026 14:26:42 GMTAt MacroXX, we’re not participating directly in the SpaceX IPO, and we’re also not chasing it—at least for a while.

Instead, we’re taking a different approach. Below, you’ll find how we’re playing the SpaceX IPO through suppliers and related stocks instead of seeking direct exposure.

We set the portfolio up yesterday:

  • 5 positions

  • All options

  • Plan: Take profit and exit tomorrow

This strategy lets us capture the momentum and hype surrounding the IPO while avoiding the risks of direct ownership. The suppliers and ecosystem companies often move in tandem with the main event, giving us a clean way to trade the narrative.

This is a short-term setup. We’ll lock in gains and step back when the time is right.

Stay tuned for the watchlist below, and let’s see how the market reacts.

Want macroeconomic updates from experts to support your trading? Consider becoming a paid subscriber.

Please note that paid subscription also gives you access to our trade setups.

Please note that this entire setup is unhedged. If you want to reduce your risk or improve your risk management, consider entering a long put option for one, some, or all of the option positions we share below. If you have questions about how to set it up, just shoot us a message.

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]]><![CDATA[The SpaceX IPO Is a $1.75 Trillion Bet on a Rocket That Doesn’t Work Yet]]>https://www.macroxx.ai/p/the-spacex-ipo-is-a-175-trillionhttps://www.macroxx.ai/p/the-spacex-ipo-is-a-175-trillionTue, 09 Jun 2026 02:40:39 GMTOn MacroXX, we dug into the SpaceX IPO filing so you don’t have to, and it turns out the story gets even weirder once you look past the headline numbers. We also examined what may happen after the IP…

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]]><![CDATA[Blowout Jobs, War Risk, and the Fragile AI Rally]]>https://www.macroxx.ai/p/blowout-jobs-war-risk-and-the-fragilehttps://www.macroxx.ai/p/blowout-jobs-war-risk-and-the-fragileSun, 07 Jun 2026 18:16:02 GMTThe market’s reaction to a strong jobs report has flipped from celebration to anxiety. What once signaled clear economic strength now raises a different concern: the Federal Reserve may not be done t…

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]]><![CDATA[The Real Cause of 1970s Inflation]]>https://www.macroxx.ai/p/the-real-cause-of-1970s-inflationhttps://www.macroxx.ai/p/the-real-cause-of-1970s-inflationSun, 07 Jun 2026 00:55:31 GMTThe real story of 1970s inflation is not “oil versus Nixon,” but how decades of loose monetary policy, weak central-bank discipline, and repeated policy reversals combined with oil shocks to produce …

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]]><![CDATA[Politicians, the Fed, and the Election-Year Trap: Today’s U.S. in Focus]]>https://www.macroxx.ai/p/politicians-the-fed-and-the-electionhttps://www.macroxx.ai/p/politicians-the-fed-and-the-electionFri, 05 Jun 2026 11:56:52 GMTAt MacroXX, we posted on August 29, 2025:

How the Fed Thinks About Rates

Monetary policy operates on dual, and sometimes conflicting, mandates: price stability and maximum employment. Rate cuts stimula…

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]]><![CDATA[The Bond Market Is Sending a Warning Signal ]]>https://www.macroxx.ai/p/the-bond-market-is-sending-a-warninghttps://www.macroxx.ai/p/the-bond-market-is-sending-a-warningThu, 04 Jun 2026 16:40:32 GMTA year ago, we wrote about the crucial relationship between r and g—the real interest rate and economic growth rate—that sits at the heart of government debt sustainability. Fresh data and new market…

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]]><![CDATA[Steam Power Then, AI Now]]>https://www.macroxx.ai/p/steam-power-then-ai-nowhttps://www.macroxx.ai/p/steam-power-then-ai-nowTue, 02 Jun 2026 16:33:05 GMTThe market is sending a clear and somewhat unusual signal. Even with war, geopolitical tension, and plenty of macro uncertainty in the background, AI-related stocks and big tech continue to lead the …

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]]><![CDATA[Positioning for the Next Move in Gold and Oil]]>https://www.macroxx.ai/p/positioning-for-the-next-move-in-80fhttps://www.macroxx.ai/p/positioning-for-the-next-move-in-80fThu, 21 May 2026 19:32:07 GMTWith this post, we at MacroXX are sharing our current gold and oil strategy and how we are thinking about positioning in the current macro environment.

Free subscribers get our market views and select…

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]]><![CDATA[Positioning for the Next Move in Gold and Oil]]>https://www.macroxx.ai/p/positioning-for-the-next-move-inhttps://www.macroxx.ai/p/positioning-for-the-next-move-inThu, 21 May 2026 18:50:08 GMTWith this post, we at MacroXX are sharing our current gold and oil strategy and how we are thinking about positioning in the current macro environment.

Free subscribers get our market views and select…

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]]><![CDATA[The Lunch Effect: What's Really Happening? ]]>https://www.macroxx.ai/p/the-lunch-effect-whats-really-happeninghttps://www.macroxx.ai/p/the-lunch-effect-whats-really-happeningWed, 20 May 2026 16:14:35 GMTAt MacroXX, we spend a lot of time studying repeatable intraday market behavior—and one pattern we use often is something traders call the “Lunch Effect.”

This pattern describes a predictable intraday…

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]]><![CDATA[Gold, War, and Inflation: Inside the Market’s Biggest Macro Trade of 2026]]>https://www.macroxx.ai/p/gold-war-and-inflation-inside-thehttps://www.macroxx.ai/p/gold-war-and-inflation-inside-theTue, 19 May 2026 18:19:23 GMTAt MacroXX, we believe gold’s move since the start of 2026 reflects something much larger than a temporary geopolitical spike.

What we are witnessing is a broad repricing of macroeconomic and geopolit…

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]]><![CDATA[Reading the Cycle]]>https://www.macroxx.ai/p/reading-the-cyclehttps://www.macroxx.ai/p/reading-the-cycleFri, 08 May 2026 18:01:11 GMT

Economic indicators are often presented as a long list of data points—GDP, unemployment, inflation, PMIs—without a clear framework for how they fit together.

There is one framework that cuts through t…

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