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In The Eye of The Macro Storm
The Credit Contraction Awaits
May 8
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Netizen Velez
1
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In The Eye of The Macro Storm
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Notes
April 2023
We All Know This Ends With QE
But The Path Requires Pain First
Apr 10
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Netizen Velez
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We All Know This Ends With QE
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March 2023
Higherer for Longerer
The Fed Will Need To Do More
Mar 6
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Netizen Velez
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Higherer for Longerer
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February 2023
Transitory Goldilocks
New Bull Market or Bull Trap?
Feb 6
•
Netizen Velez
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Transitory Goldilocks
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January 2023
2023 Will Be Worse
Global Recession Likely a Late 2023 Event
Jan 9
•
Netizen Velez
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2023 Will Be Worse
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December 2022
Bitcoin Down, But Not Out
FTX Contagion & Macro Keep Us Concerned
Dec 12, 2022
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Netizen Velez
1
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Bitcoin Down, But Not Out
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November 2022
The Eye of The Macro Storm
Powell Goes Full Hawk & Crypto Gets Nuked
Nov 9, 2022
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Netizen Velez
1
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The Eye of The Macro Storm
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October 2022
Central Bank Checkmate
Are Governments Too Big To Fail?
Oct 11, 2022
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Netizen Velez
1
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Central Bank Checkmate
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September 2022
The Fed Will Be Tighter for Longer
2022 Fed Pivot Is Officially Dead
Sep 12, 2022
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Netizen Velez
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The Fed Will Be Tighter for Longer
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August 2022
The Fed Did Not Pivot
Markets Are Mispriced Following July Fed Meeting
Aug 8, 2022
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Netizen Velez
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The Fed Did Not Pivot
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July 2022
Global Recession Is Inevitable
The Question is "How Bad?"
Jul 11, 2022
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Netizen Velez
3
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Global Recession Is Inevitable
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June 2022
The Summer of Deflation
Bears Are Out of Hibernation
Jun 7, 2022
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Netizen Velez
1
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The Summer of Deflation
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