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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.
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Craig Shapiro
Significant Liquidity Withdrawal Coming in June
The tide is about to go out in a big way. Let's see who's swimming naked.
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Craig Shapiro
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.
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Craig Shapiro
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
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Craig Shapiro
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…
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Craig Shapiro
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…
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Craig Shapiro
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
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Craig Shapiro
3-Circle Investments
3-Circle Investment Process: Company + Industry + Macro Analysis.

3-Circle Investments

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