Macro-to-Micro by Samantha LaDuc
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Target Isn’t Just Iran - Trump Wants China To Submit Too
China, Ball Is In Your Court
Apr 16
•
Samantha LaDuc
22
5
2
After The Squeeze
Historic 99.7th Percentile
Apr 15
•
Samantha LaDuc
13
2
It's Complicated
Knowing When & Why To Pivot
Apr 14
•
Samantha LaDuc
20
4
Caution Beats Conviction
Are We There Yet?
Apr 14
•
Samantha LaDuc
15
2
2
Point Of No Return
Power Vacuum & Power Shifts
Apr 10
•
Samantha LaDuc
19
1
2
Ceasefire, My Arse
Real Wars AND Trade Wars
Apr 8
•
Samantha LaDuc
30
2
4
The Never-Ending War Meets "Generational Buying Opportunity"
* Crazy Bifurcated Market, * US Tech On Sale * More Support For My "New Volatility Regime" Thesis * Final Thoughts: The Countdown
Apr 7
•
Samantha LaDuc
22
4
2
Stabilization Into A Trap
Searching For A Bottom
Apr 7
•
Samantha LaDuc
16
1
2
Flows Not Fundamentals
Now That’s How You Markup A Tape!
Apr 1
•
Samantha LaDuc
17
3
March 2026
Pig In A Python
Mechanical De-risking Market
Mar 31
•
Samantha LaDuc
9
2
2
This Isn’t Just An Energy Problem But An AI Problem
Client Tim shared this most excellent video on the importance of Helium, LNG and China’s upper- hand.
Mar 30
•
Samantha LaDuc
5
2
1
Countdown To A Global Energy Crisis & Recession
The AI Bubble Is Bursting
Mar 28
•
Samantha LaDuc
19
5
2
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