Columnist | Portfolio Manager | Economics Wonk | Top 5% on TipRanks | Long Signal, Short Noise. I write The Macro Obsession, a weekly newsletter on finance, tech, and the real economy. The approach is chart-heavy, macro-oriented, data-driven, and chock full of me without guardrails. While I am most well-known on Seeking Alpha for my macro commentary and high-yield fund coverage, I also commonly cover technology stocks and securities I am personally invested in or am considering investing in. I invest across securities and asset classes, with a focus on ETFs. That focus bleeds significantly into my writing.Off-page, I’m a portfolio manager at Fintent Invest, Inc. (“Fintent”), a Monrovia,CA-based RIA. I also serve as Director of Financial Education at Fintent’s subsidiary, Fintent Educate, LLC.”Successful investing requires holding uncomfortably idiosyncratic positions.” — Howard Marks, paraphrasing David Swensen “History does not repeat, it instructs.” — Timothy Snyder, On Tyranny
Analyst’s Disclosure: I/we have a beneficial long position in the shares of QQQ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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