MacroEdge Social Club

One of the thematics I’ll discuss this evening is the potential for midterms to negatively impact many of the companies that closely aligned w the Administration

Who made it to their jeweler?

Oil looks damn constructive if it can overcome the Trump / Bessent taco gun

Goldfinger ☝🏻

En route to our next destination https://t.co/5VGcEWcAGe

up almost 10X on my 2017/18 eBay silver bullion purchases now. One of my best purchases ever from a % return standpoint.

Cannot believe this move, might have to take some to the jeweler this week. Real money wins every time is the moral of the story in our fiat world.

We had a beautiful travel morning to the mountains, 3 days here & a client event tomorrow evening.

Such a lack of snow out west this winter. https://t.co/PziUoaYSM6

Absolutely beautiful morning with the MacroEdge Team https://t.co/65ZqJJLHPa

📍Valley of the Sun

Long day & not over yet…! https://t.co/WsMrkVbAst

First stop —> New Mexico 📍

#MacroEdge https://t.co/4751vkLZ8b

2 months on the road starts now. https://t.co/EMebpM3PCK

Wheels up bright & early tomorrow morning, we’re heading to New Mexico for food & fuel - ☕️… still waiting for that Red Bull partnership… should be some great photos to share along the way.

#MacroEdge

🤠Art of the chart https://t.co/KhP3okvnlb

The Nasdaq has now been rangebound since late September (~110 days), S&P similar, the rest is noise. People will sit and watch their financial TV for signal… when it’s just noise.

Or the preferred apres winter cocktail - St Germain, Vodka, & Gin shaken with a lemon peel.

Fintwit is becoming a ghost town, we’re in the maximum apathy stage

Snapped this cool shot yesterday… https://t.co/xtjjpGDehr

One meeting to the next, busy start to 2026, let’s keep it rolling! https://t.co/M3kYjotOWp

South Texas for a quick out & back trip. https://t.co/XebphbWUaz

Volumes continue to be absolutely anemic in this range

Oil price quite resilient given the desire to push to $50WTI