Concoda

Home
Macro Brief
Archive
About
The Great Financial TighteningThe latest market mania has set the stage for more intervention by monetary powers
Feb 28
79
9
The Silent Monetary RevolutionA lengthy transition onto a "secured lending" standard has gifted the Fed more power than ever before, and as of recent events, there's no turning back
Feb 7
120
17
The Battle for the Treasury MarketAmerica's sovereign debt market is about to transform
Mar 21
64
The Coming Liquidity SqueezeEven as market illiquidity and volatility rises to ominous levels, all threats to market stability have been thwarted, but not for long
Jan 22
151
12

Most popular

The Coming Collapse of Elon Musk
98
40
The Coming Liquidity Squeeze
151
12
The Great Sovereign Debt Intervention Is Here
106
15
The Silent Monetary Revolution
120
17
Is Binance the Next Domino to Fall?
95
13
The Treasury Market Dark Spot
98
11
See all popular
NewCommunity
Is Binance the Next Domino to Fall?The world's largest crypto exchange is much like FTX — but with more red flags
Jan 3
95
13
The Federal Reserve's GambitThe U.S central bank's global expansion is not only its next logical move but the only conceivable option
Dec 21, 2022
69
17
The Great Sovereign Debt Intervention Is HereMonetary leaders possess an expansive toolbox to prevent a bond market meltdown
Oct 23, 2022
106
15
The Treasury Market Dark SpotModern-day markets are not only growing more complex but more opaque. That's a toxic combination, if left unchecked
Dec 6, 2022
98
11
FTX's Collapse Is Just the StartThe fall of major crypto entities is a feature, not a bug
Nov 13, 2022
67
5
The U.S Dollar Endgame Could Take Centuries to Play OutIt's not about currency or geopolitics
Oct 12, 2022
78
7
The Federal Reserve Endgame Is Not a Collapse, It's Global DominationThe longer America remains a lone superpower, the greater the Federal Reserve's reach over global finance
Sep 21, 2022
87
24
The Tether UltimatumCrypto's "Lehman Brothers" has survived the latest market turmoil, but it has yet to quell fears about its dubious backing
Aug 4, 2022
49
6
See all

Most popular

The Coming Collapse of Elon Musk
98
40
The Coming Liquidity Squeeze
151
12
The Great Sovereign Debt Intervention Is Here
106
15
The Silent Monetary Revolution
120
17
Is Binance the Next Domino to Fall?
95
13
The Treasury Market Dark Spot
98
11
See all popular
Concoda

Concoda

Big-picture macro and geopolitics
RecommendationsView all 22
D
Deer’s Newsletter
Deer Point Macro
The Morning Hark
The Morning Hark
Harkster
Consciousness ∞ The Doorway to Human Evolution
Consciousness ∞ The Doorway to Human Evolution
Scott Britton
Dirty Bubble Media
Dirty Bubble Media
Dirty Bubble Media
sophie’s Substack
sophie’s Substack
sophie
Social Media
Twitter
Published Work
UnHerd
Press/Contact
Get In Touchconcodapress [at] gmail [dot] com

Concoda

AboutArchiveRecommendationsSitemap
Share this publication

Concoda

concoda.substack.com
Concoda  Logo

Concoda

Big-picture macro and geopolitics

Over 21,000 subscribers
By registering you agree to Substack's Terms of Service, our Privacy Policy, and our Information Collection Notice
“A thought leader providing an amazingly detailed and insightful look at the world of macro and monetary markets. ”
Julian Toedter, Seeking Balance
“This is a high-quality investment of reading time for anyone interested in the financial world, which I know little about, but a little more about it whenever I take the time to read Concoda's analysis. ”
LCarey Rowland, Carey's Snippets
“If you are curious about what's happening in markets and don't subscribe to Concoda, what are you doing with your life? ”
Adam Singer, Hot Takes
© 2023 Concoda
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing