Gold, Bill Miller, and Buffett’s Thoughts On Inflation

Gold, Bill Miller, and Buffett’s Thoughts On Inflation

Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot me an email at alex@macro-ops.com and I’ll share it with the group. Recent Articles/Videos — The Oil Bull Market — AK provides some color on the oil rebound we’ve been tracking. Hedge Fund Letters — Our […]

Japanese Equities Awaken

At Macro Ops we like trades where a confluence of positive tailwinds intersect with a thematic that has a long runway. Opportunities where attractive valuations spawned by negative to neutral sentiment combined with improving fundamentals and accelerating momentum are what we look for. One of our current holdings checks all these boxes. I’m talking about […]