Founder Of Macro Ops
Contributor's Links: Macro Ops

Alex Barrow spent over a decade working as a US Marine Scout Sniper and as an Intelligence Professional for the government where he specialized in covering the economic and political spheres of the Asian-Pacific region.

Barrow left the public sector to work as a consultant for a ... more

ALL CONTRIBUTIONS

Small-Cap Value Set To Outperform
The last few weeks I’ve been noting the wide dispersion in extreme positioning amongst players in this market. Retail and small funds are extremely long while large institutions/hedge funds have missed out on the incredible rally.
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EC Why Inflation Isn’t Coming
Instead of credit driving real growth or inflation, it inflates asset prices. This creates an increasingly financialized world where deflationary pressures are actually growing instead of diminishing.
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Is This The Greatest Stock Market Rally Of All-Time?
With monetary policy tapped out across the developed world, fiscal is going to become a larger part of the economic equation.
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How Wide Is The Equity Risk Premium?
We dive into the technicals and discuss why overbought usually becomes more overbought.
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Is The Dollar About To Crash?
Looked at on a monthly basis the US Dollar is bouncing off the lower end of its 5-year long trading range. The Dollar Doom crowd might be getting a bit ahead of themselves.
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Apple Is Over Four Standard Deviations Overbought!
We try to keep a finger on the pulse of the narrative and positioning machine that is the market. Both have been a strong tailwind for risk-assets these past few months, but no more. Sentiment and positioning are becoming substantial headwinds.
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Comments

Latest Comments
Dirty Dozen - Monday, March 23
6 months ago

That is very kind, thank you Susan and Dieudonne. Stay safe and be well!

We're Now At A Macro Crossroads
3 years ago

Appreciate it!

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