Archive - Bleeding Edge Macro

Weekly Edge: 28 April to 2 May

Risk-on: trading the Trump pivot, bond-vigilante steepener and a contrarian breadth thrust

Apr 28

NVDA and the New Cold War Economy

Export bans, inventory hits, and the slow grind of tech decoupling.

Apr 15

A Tale of Two Outlooks

Speech today by by FOMC Governor Waller

Apr 14

Weekly Edge: 14-20 April

Trading Like It’s Caracas, Living Like It’s Connecticut

Apr 14

Weekly Edge: 7-13 April

Apr 7

March 2025

Weekly Edge: 24-30 March

Caught in a (Bear) Trap. Best not to open any new trades prior to Liberation Day.

Mar 31

The Return of the Expectations Trap

Lessons from the 1970s and Implications for 2025

Mar 26

Weekly Edge: 24-28 March

“Stagflation Light” with Defensive Rotation

Mar 23

Weekly Edge: 17-21 March

Risk-Off, Dollar Dumps, and Gold Takes the Throne

Mar 17

Momentum Indicator Tutorial

Quick guide to configuration of our proprietary indicators

Mar 14

15:49

Quick Trade Update

Really quick trade update to help you manage risk during this market sell off.

Mar 4

Weekly Edge: 3-7 March

Upside potential limited. Retain defensive positioning.

Mar 3

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