The Macro Watchlist - Everything I Watch
A full list of all the assets I go through every day
The Macro Watchlist - Everything I Watch
Macro Watchlist: LINK
All the educational primers are here:
![[FREE] Educational Primers On Every Aspect Of Macro & Markets](https://substackcdn.com/image/fetch/$s_!tfas!,w_140,h_140,c_fill,f_webp,q_auto:good,fl_progressive:steep,g_auto/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F69c49472-3d63-47f0-9b8c-2a682fa625f1_1024x1024.jpeg)
Post FOMC analysis is here:
As always, a Pepe for the culture:
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Amazing content as always. Would love to get your view on how you think about asset allocation or rotation in different market conditions. For example, recently how did you choose Copper as next on the rotation list instead of other metals or allocating funds to other assets?