I write The Istanbul Macro Brief, a daily contrarian macro research letter I run. Every piece starts from a primary document, a Fed release, a Treasury statement, a company filing, a shipping-market assessment, not someone else’s summary of it, and every number gets verified the day I publish. I build my own charts and pull my own data. What I care about is the call the consensus isn’t making yet. My beat runs across commodities (gold, copper, oil), rates and the Treasury market, the dollar, and the plumbing of crypto. Recent work covered copper treatment charges going negative, the tanker orderbook betting against the Strait of Hormuz, and Alphabet posting a blowout quarter while its free cash flow turned negative on AI capex. I keep a public, timestamped ledger of every call I make. The losing ones stay on it, dated, next to the winners. I would rather be judged on that than on a title. I’m 22, based in Istanbul, which puts me at my desk from the US pre-market through the European close. I want to write here because the format rewards exactly what I do every day: a clear thesis, real data under every claim, and a track record anyone can check.
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