The Lighthouse Chronicle
Subscribe
Sign in
Home
Notes
Twitter
Archive
About
Latest
Top
Discussions
Global Macro Weekly Playbook (14 Jun)
FOMO in US stock indices while positive animal spirits reemerged in HK & China stock markets
Jun 14, 2023
•
Lighthouse MacroWatcher
1
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (14 Jun)
Copy link
Facebook
Email
Notes
More
April 2023
Global Macro Weekly Playbook (25 Apr)
Credit crunch is coming to town
Apr 25, 2023
•
Lighthouse MacroWatcher
2
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (25 Apr)
Copy link
Facebook
Email
Notes
More
3
Join me on Notes
A new place to connect
Apr 17, 2023
•
Lighthouse MacroWatcher
Share this post
The Lighthouse Chronicle
Join me on Notes
Copy link
Facebook
Email
Notes
More
Global Macro Weekly Playbook (10 Apr)
Beware of the twin evils (deflation & sticky inflation)
Apr 11, 2023
•
Lighthouse MacroWatcher
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (10 Apr)
Copy link
Facebook
Email
Notes
More
February 2023
Global Macro Weekly Playbook (28 Feb)
The China stimulus mirage
Feb 28, 2023
•
Lighthouse MacroWatcher
1
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (28 Feb)
Copy link
Facebook
Email
Notes
More
1
Global Macro Weekly Playbook (21 Feb)
Defensive over offensive
Feb 21, 2023
•
Lighthouse MacroWatcher
3
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (21 Feb)
Copy link
Facebook
Email
Notes
More
Global Macro Weekly Playbook (13 Feb)
Time to be fearful
Feb 13, 2023
•
Lighthouse MacroWatcher
1
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (13 Feb)
Copy link
Facebook
Email
Notes
More
Global Macro Weekly Playbook (6 Feb)
The “risk-on” narrative may have reached a tipping point
Feb 6, 2023
•
Lighthouse MacroWatcher
1
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (6 Feb)
Copy link
Facebook
Email
Notes
More
2
January 2023
Global Macro Weekly Playbook (30 Jan)
Beware of the S&P 500 bullish trendline breakout & Powell may slap markets with a reality check
Jan 30, 2023
•
Lighthouse MacroWatcher
1
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (30 Jan)
Copy link
Facebook
Email
Notes
More
Global Macro Weekly Playbook (23 Jan)
Janus-faced effect in the markets
Jan 23, 2023
•
Lighthouse MacroWatcher
1
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (23 Jan)
Copy link
Facebook
Email
Notes
More
Global Macro Weekly Playbook (16 Jan)
“Risk-on fantasy” continues to persist but may be reaching a tipping point soon
Jan 16, 2023
•
Lighthouse MacroWatcher
1
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (16 Jan)
Copy link
Facebook
Email
Notes
More
Global Macro Weekly Playbook (9 Jan)
The Fed against the market & China’s Big Tech outperformance
Jan 9, 2023
•
Lighthouse MacroWatcher
2
Share this post
The Lighthouse Chronicle
Global Macro Weekly Playbook (9 Jan)
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
