Macro-to-Micro by Samantha LaDuc
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Dispersion Unwind Meet Yen Carry Trade Unwind
Japan’s Intervention Isn’t Working And Upside Convexity Means No Downside Protection
Jun 3
•
Samantha LaDuc
14
4
Getting Closer
No Excuses.
Jun 1
•
Samantha LaDuc
6
1
May 2026
Higher For Longer: Stocks, Oil ... AND Yields?
Rotation Reminder Into Volatility Season
May 19
•
Samantha LaDuc
6
2
1
One Of My Highest Conviction Stock Picks From 2025 For 2026: CISCO ($CSCO)
Let’s Review…
May 15
•
Samantha LaDuc
3
2
The Backdraft Risks Coming For AI Trades
and... SBSW for Palladium & Platinum As Inflation Hedge Depends on Oil!
May 15
•
Samantha LaDuc
5
2
Revisiting 'Trend Portfolio Construction' In An Era Of AI & Passive Investing
How To Create Alpha Outside Tech
May 9
•
Samantha LaDuc
10
2
Too Far Too Fast
And Hardware Rotates Into Software On Cue
May 7
•
Samantha LaDuc
6
1
Playing The Limbo
For The Week Ahead
May 4
•
Samantha LaDuc
6
2
A Synthetic Bull Rally Cannot Afford To Stall
So How Manipulated Was It?
May 3
•
Samantha LaDuc
11
2
5
One Of My Highest Conviction Stock Picks From 2025 For 2026: INTEL ($INTC)
A Review…
May 2
•
Samantha LaDuc
5
2
3
April 2026
Damned If We Do and Damned If We Don't
Semi Surge Seems Stressed
Apr 29
•
Samantha LaDuc
9
4
Reversion To Mean Is A Thing
Good Morning Bears!
Apr 28
•
Samantha LaDuc
9
2
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