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- Hoisting a Red Flag-2
Hoisting a Red Flag-2
This week’s piece comes from a relatively new newsletter, but from the first few issues, it looks like a good one. The Macro Trader focuses on a lot of topics, but one of the nice features is it often includes data series and charts I have never seen before – such as charts for Value Line Meidan P/E and buybacks broken down into sectors.
Below are a few charts before the download:
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Download the content here:
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Welcome to TheMacroTrader.com We are a site devoted to Global Macro and Multi-strategy Trading. We feel that trading and investing this way over time enables us to achieve consistent, uncorrelated, and outsized returns when compared to other styles of investing. Why is this? It is because our philosophy on Macro Trading is that we are trying to be in the best risk to reward situations possible anywhere in anything. Instead of being married to value stocks, small-cap stocks, emerging market bonds, real estate, etc. we can go where we see the greatest opportunity or as some might say to “go where the money is.”
We all know that strategies and asset classes go in and out of favor. Think technology late nineties or real estate from 2001 to spring of 2007. So instead of being stuck in a style box we try to follow in the footsteps of great hedge fund managers such as George Soros, Paul Tudor Jones, Bruce Kovner, Stanley Druckenmiller, Michael Marcus, Jim Rogers, Nick Roditi, Peter Thiel, Jim Leitner, and many other great Global Macro investors and “go where the money is.”
So please join us at TheMacroTrader.com in our search for consistent, uncorrelated, outsized returns.