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End of an Era. Come Join Me on the Other Side
After a 6 month period as Substacker, I am now taking my musings over to my own Slack Channel to provide outsourced macro consulting services and trade…
Jul 1, 2022
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Craig Shapiro
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End of an Era. Come Join Me on the Other Side
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We Crossed the Rubicon Last Week in the Bond Market
Folks aren't going to like what they find on the other side of a back-up in long end yields.
Aug 7
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Craig Shapiro
3
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We Crossed the Rubicon Last Week in the Bond Market
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Significant Liquidity Withdrawal Coming in June
The tide is about to go out in a big way. Let's see who's swimming naked.
Jun 1
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Craig Shapiro
3
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Significant Liquidity Withdrawal Coming in June
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A Debt Ceiling Resolution is Not a Panacea. It Just Accelerates the End Game
Don't look for Debt Ceiling Resolution as a opportunity to get long risk. Use it as an opportunity to get out.
May 23
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Craig Shapiro
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A Debt Ceiling Resolution is Not a Panacea. It Just Accelerates the End Game
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Macro EDGE Roundup 4/19/23 - Debt Ceiling Drama
Watch my Webinar with Samantha LaDuc discussing updated thoughts on Debt ceiling, the Fed and outlook for rest of 2q
Apr 22
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Craig Shapiro
1
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Macro EDGE Roundup 4/19/23 - Debt Ceiling Drama
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Macro Map for April 16, 2023 - Market Too Far Ahead of the Fed
I have been posting regular content on YouTube through my role as Macro Advisor to LaDuc Trading’s EDGE subscribers. If you would like to learn more…
Apr 17
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Craig Shapiro
1
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Macro Map for April 16, 2023 - Market Too Far Ahead of the Fed
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Trying out this Notes thing
I'm hearing the buzz on Notes so figured I'd start to engage. Tomorrow CPI day. Get your popcorn. Vix compressed into the event for first time in quite…
Apr 11
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Craig Shapiro
1
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Trying out this Notes thing
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Updated Thoughts: Payroll Report to Bring Market Back to the Fed's View on Economy. That's Not a Good Thing for Risk
Friday's payroll report likely to quickly bring the market back to realization that fighting the Fed still remains a fool's game
Feb 5
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Craig Shapiro
5
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Updated Thoughts: Payroll Report to Bring Market Back to the Fed's View on Economy. That's Not a Good Thing for Risk
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3-Circle Investments
3-Circle Investment Process: Company + Industry + Macro Analysis.
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3-Circle Investments
3-Circle Investment Process: Company + Industry + Macro Analysis.
By Craig Shapiro
· Launched 2 years ago
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