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Research – Alex

It’s Time To Short Salesforce.com [DIRTY DOZEN]

January 18, 2021 by Alex Barrow

It’s Time To Short Salesforce.com [DIRTY DOZEN]

“Remember this: When you are doing nothing, those speculators who feel they must trade day in and day out, are…

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Categories Research, Research - Alex

Is the US Dollar Bottoming? [DIRTY DOZEN]

January 11, 2021January 11, 2021 by Alex Barrow

Is the US Dollar Bottoming? [DIRTY DOZEN]

“Bullishness is born as hope in the midst of despair. Hope swells to confidence and confidence swells to euphoria, and…

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Categories Research, Research - Alex

[3/5] New Fiscal Rules & Stranger Thing Markets

January 7, 2021January 7, 2021 by Alex Barrow

[3/5] New Fiscal Rules & Stranger Thing Markets

Remember these headlines from a few months ago? This was the consensus hot-take following the March 23rd bottom in the…

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Categories Research, Research - Alex

Time To Short Palantir? [DIRTY DOZEN]

January 4, 2021 by Alex Barrow

Time To Short Palantir? [DIRTY DOZEN]

“What winning traders share, however, is that they all understand that losing is part of the game, and they all…

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Categories Research, Research - Alex

[2/5] The Fed’s New Reaction Function

December 31, 2020 by Alex Barrow

[2/5] The Fed’s New Reaction Function

  “There are decades where nothing happens… there are weeks where decades happen… and then there’s 2020 where just a…

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Categories Research, Research - Alex

[1/5] Macro Ops’ Market Outlook: Our 2021 Non-Predictions

December 29, 2020 by Alex Barrow

[1/5] Macro Ops’ Market Outlook: Our 2021 Non-Predictions

We’re cognitively wired to latch onto single or binary outcomes when thinking about the future. Reality is much messier than…

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Categories Research, Research - Alex

Yearly Charts Point To A New Bull In REAL Assets [DIRTY DOZEN]

December 29, 2020December 28, 2020 by Alex Barrow

Yearly Charts Point To A New Bull In REAL Assets [DIRTY DOZEN]

“Incorporating percentages or ranges of alternatives into the expression of our beliefs means that our personal narrative no longer hinges…

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Categories Research, Research - Alex

Stocks Are Setting Up For A January Selloff [DIRTY DOZEN]

December 26, 2020December 21, 2020 by Alex Barrow

Stocks Are Setting Up For A January Selloff [DIRTY DOZEN]

“Soros saw no point in knowing everything about a few stocks in the hope of anticipating small moves; the game…

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Categories Research, Research - Alex

Global Energy CAPEX at RECORD Lows [DIRTY DOZEN]

December 14, 2020 by Brandon Beylo

Global Energy CAPEX at RECORD Lows [DIRTY DOZEN]

“Around here there are three kinds of investors. Growthies, guys who love growth stocks, don’t care about valuations, and only…

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Categories Research, Research - Alex

The Start of a New Commodity Super Cycle [DIRTY DOZEN]

December 7, 2020 by Alex Barrow

The Start of a New Commodity Super Cycle [DIRTY DOZEN]

Some narratives are contagious because they seem to offer a confirming fact. We can say with some accuracy that most…

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Categories Research, Research - Alex
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