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Game Theory of the Iran War & how to position
Paid subscriber analysis
Mar 14
•
Vuk Vukovic
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Inflation running hot again
Quick summary:
May 12
•
Vuk Vukovic
Introducing ORCA's macro dashboard
As I’ve emphasized over the last few weeks, we are in a clear grind-up environment, driven by excellent earnings and a host of momentum-triggered…
May 9
•
Vuk Vukovic
Grinding up, waiting for data
Quick summary:
May 5
•
Vuk Vukovic
Earnings galore: accelerating at greatest pace since post-COVID
Paid subscriber analysis
May 2
•
Vuk Vukovic
Big week: FOMC & 5 Mag7 earnings
Brace for impact.
Apr 28
•
Vuk Vukovic
The market is telling us something. Don’t ignore it.
Paid subscriber analysis
Apr 25
•
Vuk Vukovic
Waiting for data to confirm
Earnings, retail sales, and technical pivot points
Apr 21
•
Vuk Vukovic
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Oraclum's predictions
An insight into how a hedge fund owner navigates markets, designs investment strategies, and performs monthly positioning with respect to current macro conditions.
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