Rogue Macro

@MattGarrett3 Fed Hawks vs the Bulls.

The battle.

Fed is not giving the signals, market is giving the signals.

@MattGarrett3 @MacroAlf Matt, why didn’t you tell anyone? This would have been great to know even in April 2022.

@MacroAlf You are 💯 correct. The framing that has been missed is how crowded the $USD short was.

“The US Dollar is our currency, but your problem” - John Connally, US Treasury Secretary in 1971. True in 1971. Still true and even more so in 2022. Investors that understand how our $-centric global monetary and credit system works have an edge through macro cycles.

@DparkerUSAir @MorningBrew @USATODAY 1) Great industry 2) Great businesses 3) Great leadership

@DparkerUSAir @MorningBrew @USATODAY What are you talking about?

Booking your next vacation? Here's some things to keep in mind. Delta and United Airlines have the highest number of flight cancellations in the US (7% and 3% of flights canceled respectively) The airports with the most issues? ATL, JFK, and LGA. (via @USATODAY)