Macro-to-Micro by Samantha LaDuc
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Ceasefire, My Arse
Real Wars AND Trade Wars
23 hrs ago
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Samantha LaDuc
30
2
3
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
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Samantha LaDuc
22
4
2
Stabilization Into A Trap
Searching For A Bottom
Apr 7
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Samantha LaDuc
16
1
2
Flows Not Fundamentals
Now That’s How You Markup A Tape!
Apr 1
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Samantha LaDuc
17
3
Pig In A Python
Mechanical De-risking Market
Mar 31
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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
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Samantha LaDuc
5
2
1
Countdown To A Global Energy Crisis & Recession
The AI Bubble Is Bursting
Mar 28
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Samantha LaDuc
19
5
2
The Bullwhip Economy
Also: Gold Hedges Stagflation - Not A Bullwhip Economy
Mar 27
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Samantha LaDuc
14
2
1
High Yield Credit Spreads Are An Accident Waiting To Happen
Bond bulls need to defend now.
Mar 26
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Samantha LaDuc
16
1
Massive Mobilization: US Ground Troops
Pray for our troops!
Mar 24
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Samantha LaDuc
17
2
"Policy Intervention" Fake News
March 23rd Premarket LaDucTrading Client Post Sent Today - With Afternoon Updates
Mar 23
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Samantha LaDuc
6
2
1
AI Tech Capex Bust Meets Inflation Shock
The Escalation Trap
Mar 22
•
Samantha LaDuc
14
8
4
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