Trading large trends/key themes and smaller opportunities in between. Get my Markets Report and follow my trades.

Chart trades & market content for active investors - the free CappThesis newsletter.

A 40-year retired Wall Street Economist and Chief Investment Strategist offers periodic perspectives on the economy and the financial markets. Please sign up for a free 1-month trial subscription.

Markets, the economy, and stuff that impacts them

My goal is to make economic policy and macroeconomics better.

Insight & Ideas on Business & Investing

At Avory, we believe in data-driven investments that can lead to a prosperous tomorrow.

The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited time.