Founder Of Macro Ops
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Alex Barrow spent over a decade working as a US Marine Scout Sniper and as an Intelligence Professional for the government where he specialized in covering the economic and political spheres of the Asian-Pacific region.

Barrow left the public sector to work as a consultant for a ... more

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The Knock-On Effects Of A Deleveraging China
China has to rebalance its economy. It needs to transition from an investment and export led economy to a consumption based one; retransfer wealth from the vested interests in local government and private businesses back to households.
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Why Emerging Markets Are A Dead Money Trade
China, and EM in general, is set to be a dead money trade and massive value trap for the remainder of this cycle.
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A Chinese Frankenstein, Fallen Angels, And A Pitch To Buy T-Note
Fred Liu, Hayden’s managing partner, has quickly become one of my favorite investors to follow. Each of his letters offer a master class in fundamental value investing.
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Has The CCP Turned Off The Tightening?
China’s State Council plans to raise local government spending by roughly 1.35 trillion yuan (roughly US$200b) to be spent primarily on infrastructure this year.
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The Principle Of Bubble Rotation
Since trading and investing is a game of comparisons, we evaluate all assets on a relative basis and then choose to buy one thing over another.
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EC Emerging Markets, Salem Witches, And The Power Of Doing Nothing
The powerful concept of doing nothing has been re-cemented into my cranium this cycle.
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We're Now At A Macro Crossroads
2 years ago

Appreciate it!

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The Fallacy Of Market Prediction
This is why thinking in possibilities and increasing your cognitive flexibility is paramount to your long-term trading survival.

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