Great note, very much enjoyed reading it. Would be really helpful if there is a tracker for these macro trades, similar to the sheet tracking the equity stuff. I feel macro is back and there will continue to be themes (as you have subscribed to) that can be unique sources of alpha and complement all the equity stuff.
Nice read boss
Great note, very much enjoyed reading it. Would be really helpful if there is a tracker for these macro trades, similar to the sheet tracking the equity stuff. I feel macro is back and there will continue to be themes (as you have subscribed to) that can be unique sources of alpha and complement all the equity stuff.