Market Intelligence

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CPI/ Fed Balance Sheet/ Coal & China/ Favorite Charts

June 13, 2025

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Deficit Spending/ NFP #/ Tightening Credit/ ISM New Orders/ ADP & Unemployment/ Random Thoughts

June 8, 2025

NVDA/ Super Core PCE/ Pending Home Sales/ Japanese Yields/ Updated Regulations

May 30, 2025

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ALL POSTS

Five Biggest Obstacles Scaling a Hedge Fund and How Fund Managers Overcome Them

May 16, 2025

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Landscape Shift/ Buybacks/ Canadian Unemployment/ Autos/ Munger’s Checklist/ Top Risks

May 9, 2025

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GDP/ Stagflation/ Electricity/ Random Charts

May 3, 2025

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Shipments/ Fed Independence/ Favorite Post/ Most Popular

April 25, 2025

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Debunking the Top Five Myths About Outsourced Trading

April 23, 2025

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The Tweet/ GDP Estimates/ VIX/ Jamie & Mark/ Next weeks earnings

April 18, 2025

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American Exceptionalism/ SCOTUS Risk/ Death Cross/ Differentiated Metrics/ 2 Final Thoughts

April 11, 2025

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Couple Charts to run through

April 4, 2025

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FOMC Meet/ Unemployment/ Delinquencies & Rejections/ GDP Estimates/ US CDS

March 21, 2025

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What the UBS Outsourced Trading Arm Closure Means for Hedge Funds Considering Alternatives

March 20, 2025

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Consumer Expectations/ Dow Theory/ Revisiting Employment metrics

March 14, 2025

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Spreads/ Charts/ Inflation or Employment/ The $

March 7, 2025

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10yr TSY/ China Continued/ Housing Affordability/ Brown Shoots

February 28, 2025

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Home Prices/ China/ Conflicting Charts

February 21, 2025

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Retail Sales/ Consumer Credit/ Housing Prices/ Indices/ Small Business Outlook

February 14, 2025

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In the Driver’s Seat: How Hedge Funds Can Leverage Outsourced Trading Without Losing Control

February 11, 2025

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India/ Crypto/ Employment

February 7, 2025

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CPI & 10Yr./ Employment

January 31, 2025

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Future performance/ Rents/ DXY/ Chinese population

January 24, 2025

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AI & Employment/ USD Strength/ Insurance Costs/ Balance Sheet

January 17, 2025

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Latest News, Insight & Analysis

INSIGHTS >

Five Biggest Obstacles Scaling a Hedge Fund and How Fund Man...

May 16, 2025

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WEEKLY TRADING DIGEST >

CPI/ Fed Balance Sheet/ Coal & China/ Favorite Charts

June 13, 2025

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NEWS AND MEDIA >

Meraki Global Advisors Appoints Joe Hodgkins as Head of Asia...

May 21, 2025

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