Macro-to-Micro by Samantha LaDuc
Subscribe
Sign in
Home
Market Thoughts
Market Catch
Recorded Live Trading Room
Videos
Archive
Leaderboard
About
Latest
Top
Discussions
The Coming Energy Deflation-Driven Dollar Dump
Capital Rotation Big Picture
Jul 3
•
Samantha LaDuc
11
1
1
June 2026
AI Exhaustion Into "Summer Storm" if USDJPY does what it’s threatening…
Plus my live Intermarket Analysis from June 26
Jun 30
•
Samantha LaDuc
12
2
AI Buildout Meets AI/Energy Deflation. Wen Hyperscalers?
The “AI Buildout Trade”
Jun 25
•
Samantha LaDuc
10
4
Rising Dollar Is Deflationary
The Dollar Makes The Weather
Jun 24
•
Samantha LaDuc
9
2
1
WATCH THE DOLLAR
Real quick note post live trading room 2-3PM today, Fed Day
Jun 17
•
Samantha LaDuc
8
1
Luke’s Fave Consumer Spending Sector
RESTAURANTS
Jun 15
•
Samantha LaDuc
9
3
Protection Warning Paid
But QQQ Has Not Hit My Short Target, Yet
Jun 11
•
Samantha LaDuc
4
1
Dispersion Unwind Meet Reverse 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
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
