Columnist | Investment Advisor | Economics Wonk | Top 5% on TipRanks | Long Signal, Short Noise. The Macro Obsession is my weekly newsletter on what’s actually moving finance, tech, and the real economy. My work is built around a single pursuit: catching narrative shifts before mainstream financial media catches up. I call it the hunt for information alpha. The approach is chart-heavy, macro-oriented, and data-driven. I invest across securities and asset classes, with a focus on ETFs, and I’m best known as a macro analyst. I also cover individual names I’m trading or considering—typically technology, next-gen energy, and large caps with a story worth telling. Off page, I’m a financial planner and investment advisor at Fintent Invest Inc., a Monrovia,CA-based RIA.”Successful investing requires holding uncomfortably idiosyncratic positions.” — Howard Marks, paraphrasing David Swensen “History does not repeat, it instructs.” — Timothy Snyder, On Tyranny
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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