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Concoda

An actionable macro and geopolitical newsletter that helps you navigate the craziest environment of all time.

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Disflationary Forces Set InCommodity prices soften further, minus a few with supply-side constraints, like oil. Disflationary expectations and ED curve inversion means Concoda will likely go long bonds when technicals reverse
Jul 1
2
Stonkmageddon UnabatesThe dollar wrecking ball takes another swing at risk assets, with Bitcoin falling below $20k once again. Meanwhile, yields move back towards 3%. Commodities, minus oil, continue their plunge
Jun 29
1
1
A Journey Into the Crypto HellscapeThis week's musings from inside the cheap money era
Feb 4
74
5
More Peaky SignalsMore commodities signal an inflationary apex, with copper even entering a bear market. Chinese equities, however, briefly turn bullish, while U.S. defensive sectors squeeze toward reserval territory
Jun 27
9

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Not Another "Inflation Peak" Headfake Commodities continue their tumble from the start of this week, along with inflation expectations and the long bond. Could this finally be the inflation…
Jun 23
1
Cash Is King!Stock and commodity vol remains elevated, while credit spreads reach new recent highs. Energy commodity prices finally soften, with nat gas turning…
Jun 21
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The Crypto Crash Has Only Just BegunBut it should be the least of our concerns
Jun 20
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Watch Out For the Dollar Wrecking BallThe Greenback continues to hit global liquidity, exacerbating the global risk asset sell-off. Crypto contagion continues to spread, while all but…
Jun 17
1
Let the Balance Sheet Reduction BeginThe Fed's quantitative tightening schedule starts today. SOFR rates, meanwhile, have peaked and credit spreads have started to widen. More market…
Jun 15
1
Cryptogeddon RecommencesTraditional markets also feel the pain, but Concoda readers were well prepared!
Jun 13
7
Yet Another Dead Cat Bounce?Stocks indices plunge in premarket, as equity vol re-enters the danger zone. No sign of a bottom yet, with further declines in growth/financial…
Jun 10
1
Is It Time to Ban Elites From Trading?With confidence plunging, it's one of a few remaining tools to regain public trust
Jun 10
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Most popular

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68
21
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72
12
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Concoda

Concoda

An actionable macro and geopolitical newsletter that helps you navigate the craziest environment of all time.
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