Trade Write-Ups: THE NEXT LEVERAGE MACRO BET
A regime shift and central banks mistake
We have seen a significant mistake by central banks that will be reverberating through equity and fixed income markets for the next 3 months. I have already laid out initial views here:
Macro Video:
Please review the previous trade write-up because it directly plays into this one:
An important reminder, there are now 6 days left to lock in the discounted price on the Substack before further price increases occur later this summer. The links for the discounts are in this article:
Capital Flows Discount For Early Adopters - 31% Off For The Next 10 Days
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1. The Road Already Travelled
Trade Write Up/Leverage Macro Bet:
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