Monthly Macro Update (Jul 2022): The Bear, the Rally, and the Merge
When everyone thought everything was going to zero, the markets decided to take a U-turn...
Monthly Macro Update (Jul 2022): The Bear, the Rally, and the Merge
AGAM Monthly Macro Update (Jun 2022): Boulevard of Broken Dreams (and Arrows)
Monthly Macro Update - April 2022
Monthly Macro Update - March 2022
Monthly Commentary (January 2022)
2021 Year End Commentary & 2022 Predictions
Monthly Commentary (November 2021)
Monthly Commentary (Oct 2021)
Monthly Commentary (Sep 2021)