Agree with this. The hard part now isn’t getting more data. It’s knowing which bits matter, which bits are noise, and when the old regime has quietly stopped working.
As a macro thinker myself I can only opine with you on the behavioral psychology aspect of markets. As well charts wise and data wise you have apps like TradingView and Koyfin who are cheap and very user friendly. Where you make the difference is the in depth analysis. These are my 2 cents.
A lot of what you say here Andre really resonates with me - the content of mine that has done the best has been exploring and breaking down big thematic changes or topics that break into media focus (supply side shocks, changes in inflation regime, global imbalances, mmt, how the economy actually works etc) - this appears to be where we can add the most value.
Also, i think the psychology + macro approach is a great direction to go. Not just because a lot of what we have had to do in macro these recent years is understand the whims of individual leaders (trump now, putin’s operations in ukraine, Xi’s zero covid etc), but also where it impacts us as analysts and traders. One of the best trading books I’ve ever read is The Hour Between The Dog And Wolf, on the psychology and biology of trading
Agree with this. The hard part now isn’t getting more data. It’s knowing which bits matter, which bits are noise, and when the old regime has quietly stopped working.
As a macro thinker myself I can only opine with you on the behavioral psychology aspect of markets. As well charts wise and data wise you have apps like TradingView and Koyfin who are cheap and very user friendly. Where you make the difference is the in depth analysis. These are my 2 cents.
A lot of what you say here Andre really resonates with me - the content of mine that has done the best has been exploring and breaking down big thematic changes or topics that break into media focus (supply side shocks, changes in inflation regime, global imbalances, mmt, how the economy actually works etc) - this appears to be where we can add the most value.
Also, i think the psychology + macro approach is a great direction to go. Not just because a lot of what we have had to do in macro these recent years is understand the whims of individual leaders (trump now, putin’s operations in ukraine, Xi’s zero covid etc), but also where it impacts us as analysts and traders. One of the best trading books I’ve ever read is The Hour Between The Dog And Wolf, on the psychology and biology of trading