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Founder Of Macro Ops
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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 leading silicon ...more

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Reports Of The USD’s Death Are Greatly Exaggerated
A look at the latest monthly charts and cover the strongest macro asset (USD to the moon), the leading country ETF, and the top-performing sectors, along with some trade picks.
Fade The Fame & Short Nvidia…
Last week I said to look for a double bottom before this retrace is over. It looks like we’re seeing one form now. This might be all we get or maybe we see one more dip to the lower band before this selloff is over.
The Whales Bail On Nvidia
In this week’s Dirty Dozen [CHART PACK] we talk Chinese RE, chop and vol and what it means, update our developing bond bear trap thesis, pitch long Nikkei, long USDMXN, and long Uranium, plus more…
A Bear Trap In Bonds…
In this week’s Dirty Dozen we go through market positioning, a developing setup in bonds, some Agg shorts, and a long in small-caps, plus more…
A Sign Of Increasing Volatility…
In this week’s Dirty Dozen [CHART PACK] we talk Bull Volatile regimes and topping processes, bond business, a sell signal, cheap oil and gas plays, plus more…
A Monthly Chart Review
A look at the most interesting and informative monthly charts, from SPX to Gold To Vietnam and even some shippers breaking out to new highs.
Measured Move Targets In The S&P 500
In this week’s Dirty Dozen [CHART PACK] we talk about measured move targets hit in the SPX, cover the recent BofA GFS highlights, discuss loose fiscal, tight monetary, update the crude picture, then talk currencies and precious metals, plus more…
A GBP Of Flesh…
In this week’s Dirty Dozen [CHART PACK] we walk through the Trifecta backdrop for the US stocks, we then go over the Trifecta setup for bonds, and then the US dollar, talk about a coming fade trade in GBPUSD, and pitch a reentry into long USDCNH.
Oil About To Clean Up…
This week we talk about the continuation of the current correction but discuss how sentiment flipping likely puts in a floor not too far below. We then cover BTCUSD, a budding breakout in crude along with some energy equity breakouts, plus more…
A Monthly Market Review
June went out near its highs giving us a strong bullish breakout confirmation from the S&P 500’s year-long sideways consolidation.
Has The Market Entered An Expansion Regime?
There are only five trading days left this month. If the S&P 500 can hold these levels into the monthly close, we’ll get a confirmed bull bar breakout from a tight 12-month trading range. This would make it odds on we see a positive return in July.
Whales Are Dumping Megacaps
In this week’s Dirty Dozen, we highlight persistent bearish spec positioning across US indices — except for the Nasdaq where specs are now dangerously crowded long.
Negative Real Estate Equity
A look at the swing underway in the Narrative Pendulum, the increasing signs of short-term over-optimism contrasted with long-term bearishness, and unusual performance spread between small and large caps.
Small-Caps Catch Up…
In this week’s Dirty Dozen Chart Pack, we talk about stubborn bears, further upside in risk assets, the case for a small-caps catch up play, cover one sided positioning in bonds, pitch a homebuilder supply stock and a long ETHUSD trade, plus more…
A Budding Cotton Trade
Going over the technical and sentiment/positioning backdrop of the broader equity market and a look at a budding trifecta setup in cotton.
A Nuclear Resurgence
A look at better-than-consensus earnings, near-record cheap energy valuations, short-term bullish market stats, bearish econ data, and run through the nuclear bull thesis.
33 to 48 of 372 Posts
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