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July Monthly Report: Long Live MacroWith 2022 well past the halfway point, it is abundantly clear that long/short macro investing has come back with vengeance. This report is a deep dive into the dynamic macroeconomic landscape where we use a multidimensional approach to analyze financial markets and economic data.
Rising Speculation - Evaluating The Explosion In Derivatives InterestThis week it was announced that the Ethereum merge, from a PoW (proof-of-work) consensus mechanism to a PoS (proof-of-stake) consensus mechanism, is in…
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Rising Speculation - Evaluating The Explosion In Derivatives Interest
bmpro.substack.com
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