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This is an automated Substack Account of https://macroedge.substack.com
Discover more/Create at: @skystack.xyz
Redeye Macro Note: Digesting the SPR Release, A Rant, Our Future, Europe in Trouble • In this Redeye Macro Note & rant - I discuss the concerning dynamics of our macro landscape and society, digest the G7/IEA SPR release announcement, and look at a troubled Eurozone.
Redeye Macro Note: Digesting the SPR Release, A Rant, Our Future, Europe in Trouble
In this Redeye Macro Note & rant - I discuss the concerning dynamics of our macro landscape and society, digest the G7/IEA SPR release announcement, and look at a troubled Eurozone.
www.macroedge.world
October 3, 2026 at 10:56 AM
Redeye Macro Note: Digesting the SPR Release, A Rant, Our Future, Europe in Trouble • In this Redeye Macro Note & rant - I discuss the concerning dynamics of our macro landscape and society, digest the G7/IEA SPR release announcement, and look at a troubled Eurozone.
Macro Research Portfolio Strategy Update - 9/30 • In this Macro Research Portfolio Strategy Update - Don & Six dive into the latest strategy mechanics, look at the broader macro landscape, provide color as to how we’re making better decisions, & more
Macro Research Portfolio Strategy Update - 9/30
In this Macro Research Portfolio Strategy Update - Don & Six dive into the latest strategy mechanics, look at the broader macro landscape, provide color as to how we’re making better decisions, & more
www.macroedge.world
October 1, 2026 at 4:56 AM
Macro Research Portfolio Strategy Update - 9/30 • In this Macro Research Portfolio Strategy Update - Don & Six dive into the latest strategy mechanics, look at the broader macro landscape, provide color as to how we’re making better decisions, & more
War Note: The Final SPR Tranche... For Now, A Look at the Cyclicals - Freight & Housing • In the War Note we discuss the latest SPR and energy price dynamics, discuss the final stretch of the ‘patience through October’ story, look at freight, housing troubles, and more.
War Note: The Final SPR Tranche... For Now, A Look at the Cyclicals - Freight & Housing
In the War Note we discuss the latest SPR and energy price dynamics, discuss the final stretch of the ‘patience through October’ story, look at freight, housing troubles, and more.
www.macroedge.world
September 30, 2026 at 7:56 AM
War Note: The Final SPR Tranche... For Now, A Look at the Cyclicals - Freight & Housing • In the War Note we discuss the latest SPR and energy price dynamics, discuss the final stretch of the ‘patience through October’ story, look at freight, housing troubles, and more.
Weekly Macro Note: The Rising Inflation Risk, Hiking into Another Hike • In this Weekly Macro Note - we briefly set the tone for the week, look at rising inflation risks, discuss the ‘patience through October’ narrative for energy bulls, and more.
Weekly Macro Note: The Rising Inflation Risk, Hiking into Another Hike
In this Weekly Macro Note - we briefly set the tone for the week, look at rising inflation risks, discuss the ‘patience through October’ narrative for energy bulls, and more.
www.macroedge.world
September 28, 2026 at 10:56 AM
Weekly Macro Note: The Rising Inflation Risk, Hiking into Another Hike • In this Weekly Macro Note - we briefly set the tone for the week, look at rising inflation risks, discuss the ‘patience through October’ narrative for energy bulls, and more.
Weekly Macro Note: Minding the Gap, What the Truckers & Builders are Telling Us, Crude and NatGas to Start the Week • A brief intro to kickoff the week and the schedule for the week ahead...
Weekly Macro Note: Minding the Gap, What the Truckers & Builders are Telling Us, Crude and NatGas to Start the Week
A brief intro to kickoff the week and the schedule for the week ahead...
www.macroedge.world
September 21, 2026 at 7:56 AM
Weekly Macro Note: Minding the Gap, What the Truckers & Builders are Telling Us, Crude and NatGas to Start the Week • A brief intro to kickoff the week and the schedule for the week ahead...
War Note: Diesel and Refined Products Tighten Further, Overhyped FOMC Preview • In this War Note - we discuss the latest updates on diesel and refined products markets, and highlight why this overhyped FOMC preview means ‘something’, but not ‘everything’ into Q4.
War Note: Diesel and Refined Products Tighten Further, Overhyped FOMC Preview
In this War Note - we discuss the latest updates on diesel and refined products markets, and highlight why this overhyped FOMC preview means ‘something’, but not ‘everything’ into Q4.
www.macroedge.world
September 16, 2026 at 7:56 AM
War Note: Diesel and Refined Products Tighten Further, Overhyped FOMC Preview • In this War Note - we discuss the latest updates on diesel and refined products markets, and highlight why this overhyped FOMC preview means ‘something’, but not ‘everything’ into Q4.
Weekly Macro Note: FOMC Week First Look, Technicals Update, Inflation Problem • In this Weekly Macro Note we discuss our FOMC week first look - why the Fed is likely to hike, and why it won’t help a supply shock, analyze the latest technicals, inflation, and more.
Weekly Macro Note: FOMC Week First Look, Technicals Update, Inflation Problem
In this Weekly Macro Note we discuss our FOMC week first look - why the Fed is likely to hike, and why it won’t help a supply shock, analyze the latest technicals, inflation, and more.
www.macroedge.world
September 14, 2026 at 10:56 AM
Weekly Macro Note: FOMC Week First Look, Technicals Update, Inflation Problem • In this Weekly Macro Note we discuss our FOMC week first look - why the Fed is likely to hike, and why it won’t help a supply shock, analyze the latest technicals, inflation, and more.
Midweek Macro Note: Portfolio Strategy Update, Natural Gas Outlook, Bond Bonanza • In this Midweek Macro Note - we provide a portfolio strategy update, an update on the natural gas outlook, talk about the bond market and more. #MacroEdge
Midweek Macro Note: Portfolio Strategy Update, Natural Gas Outlook, Bond Bonanza
In this Midweek Macro Note - we provide a portfolio strategy update, an update on the natural gas outlook, talk about the bond market and more. #MacroEdge
www.macroedge.world
September 11, 2026 at 7:56 AM
Midweek Macro Note: Portfolio Strategy Update, Natural Gas Outlook, Bond Bonanza • In this Midweek Macro Note - we provide a portfolio strategy update, an update on the natural gas outlook, talk about the bond market and more. #MacroEdge
Weekly Macro Note: Another Day, More Inflation and Around the Globe We Go • In this ‘Weekly Macro Note’ edition - we warm up from the long weekend, cover the reports in the pipeline for this week, talk about another day with more inflation, energy, commodities, and more.
Weekly Macro Note: Another Day, More Inflation and Around the Globe We Go
In this ‘Weekly Macro Note’ edition - we warm up from the long weekend, cover the reports in the pipeline for this week, talk about another day with more inflation, energy, commodities, and more.
www.macroedge.world
September 8, 2026 at 8:04 AM
Weekly Macro Note: Another Day, More Inflation and Around the Globe We Go • In this ‘Weekly Macro Note’ edition - we warm up from the long weekend, cover the reports in the pipeline for this week, talk about another day with more inflation, energy, commodities, and more.
9/2 Portfolio Strategy Note & Commentary • In this 9/2 portfolio strategy note & commentary the team explores the latest ideas, changes, and more to our Flagship Portfolio Strategy book.
9/2 Portfolio Strategy Note & Commentary
In this 9/2 portfolio strategy note & commentary the team explores the latest ideas, changes, and more to our Flagship Portfolio Strategy book.
www.macroedge.world
September 3, 2026 at 7:56 AM
9/2 Portfolio Strategy Note & Commentary • In this 9/2 portfolio strategy note & commentary the team explores the latest ideas, changes, and more to our Flagship Portfolio Strategy book.
War Note: Oil Takes a Seat at the Blackjack Table • In the latest War Note, we explore the staircase to another temporary TACO, we look at the all-time high diesel and refined product prices, talk front-month WTI, tech, and more.
War Note: Oil Takes a Seat at the Blackjack Table
In the latest War Note, we explore the staircase to another temporary TACO, we look at the all-time high diesel and refined product prices, talk front-month WTI, tech, and more.
www.macroedge.world
September 2, 2026 at 4:56 PM
War Note: Oil Takes a Seat at the Blackjack Table • In the latest War Note, we explore the staircase to another temporary TACO, we look at the all-time high diesel and refined product prices, talk front-month WTI, tech, and more.
Midweek Macro Note: Brief Macro Commentary, Wheat Validates Our Research, Portfolio Strategy Update & Commentary • In this brief Midweek Macro Note - we discuss some of the developments from the day, talk about the surge in wheat prices and our ‘On the Ground’ thesis being validated, & much more.
Midweek Macro Note: Brief Macro Commentary, Wheat Validates Our Research, Portfolio Strategy Update & Commentary
In this brief Midweek Macro Note - we discuss some of the developments from the day, talk about the surge in wheat prices and our ‘On the Ground’ thesis being validated, & much more.
www.macroedge.world
August 27, 2026 at 7:56 AM
Midweek Macro Note: Brief Macro Commentary, Wheat Validates Our Research, Portfolio Strategy Update & Commentary • In this brief Midweek Macro Note - we discuss some of the developments from the day, talk about the surge in wheat prices and our ‘On the Ground’ thesis being validated, & much more.
War Note: TACO Tuesday - How Many More Can Be Eaten? Nvidia Day Tomorrow, Technicals Review • In this War Note from the West Coast - we discuss the TACOs of the day that sent crude down about 5% on the day, the need for patience through October in CL, discuss Nvidia, CH9s, & more.
War Note: TACO Tuesday - How Many More Can Be Eaten? Nvidia Day Tomorrow, Technicals Review
In this War Note from the West Coast - we discuss the TACOs of the day that sent crude down about 5% on the day, the need for patience through October in CL, discuss Nvidia, CH9s, & more.
www.macroedge.world
August 26, 2026 at 7:56 AM
War Note: TACO Tuesday - How Many More Can Be Eaten? Nvidia Day Tomorrow, Technicals Review • In this War Note from the West Coast - we discuss the TACOs of the day that sent crude down about 5% on the day, the need for patience through October in CL, discuss Nvidia, CH9s, & more.
Weekly Macro Note: Nvidia Week, Energy/Bonds in Driver's Seat, A Look at Ags • In this Weekly Macro Note - Don gets back in the driver’s seat following a medical procedure and ailment, and we discuss Nvidia week, energy and bonds, ags, and more.
Weekly Macro Note: Nvidia Week, Energy/Bonds in Driver's Seat, A Look at Ags
In this Weekly Macro Note - Don gets back in the driver’s seat following a medical procedure and ailment, and we discuss Nvidia week, energy and bonds, ags, and more.
www.macroedge.world
August 24, 2026 at 4:56 AM
Weekly Macro Note: Nvidia Week, Energy/Bonds in Driver's Seat, A Look at Ags • In this Weekly Macro Note - Don gets back in the driver’s seat following a medical procedure and ailment, and we discuss Nvidia week, energy and bonds, ags, and more.
Macro Research Portfolio Strategy Update - 8/19 • The Macro Research Portfolio Strategy Update is now available.
Macro Research Portfolio Strategy Update - 8/19
The Macro Research Portfolio Strategy Update is now available.
www.macroedge.world
August 20, 2026 at 4:56 AM
Macro Research Portfolio Strategy Update - 8/19 • The Macro Research Portfolio Strategy Update is now available.
War Note: Tanker Attacks Accelerate - Hormuz/Bab Update, Latest Crude Data, Slop World • In the War Note we discuss the acceleration of tanker attacks, cover Bab & Hormuz flows, look at the latest crude data, talk about the slop world and declining AI interest, and more.
War Note: Tanker Attacks Accelerate - Hormuz/Bab Update, Latest Crude Data, Slop World
In the War Note we discuss the acceleration of tanker attacks, cover Bab & Hormuz flows, look at the latest crude data, talk about the slop world and declining AI interest, and more.
www.macroedge.world
August 19, 2026 at 4:56 AM
War Note: Tanker Attacks Accelerate - Hormuz/Bab Update, Latest Crude Data, Slop World • In the War Note we discuss the acceleration of tanker attacks, cover Bab & Hormuz flows, look at the latest crude data, talk about the slop world and declining AI interest, and more.
Weekly Macro Note: The August Lull and the Illusion of Abundance • In this Weekly Macro Note - we discuss the August lull that's underway across markets, the relative calm in the Middle East, continued closure of the Strait of Hormuz, and the illusion of abundance...
Weekly Macro Note: The August Lull and the Illusion of Abundance
In this Weekly Macro Note - we discuss the August lull that's underway across markets, the relative calm in the Middle East, continued closure of the Strait of Hormuz, and the illusion of abundance...
www.macroedge.world
August 17, 2026 at 7:56 AM
Weekly Macro Note: The August Lull and the Illusion of Abundance • In this Weekly Macro Note - we discuss the August lull that's underway across markets, the relative calm in the Middle East, continued closure of the Strait of Hormuz, and the illusion of abundance...
Midweek Macro Note: CPI/PPI T-Ball, Snoozefest Week as VIX Declines, Cyclical Energy Patience • In the Midweek Macro Note - we discuss the CPI/PPI T-Ball Prints, highlight the snoozefest week as the VIX declines, and talk about the patience required for a new cyclical energy cycle
Midweek Macro Note: CPI/PPI T-Ball, Snoozefest Week as VIX Declines, Cyclical Energy Patience
In the Midweek Macro Note - we discuss the CPI/PPI T-Ball Prints, highlight the snoozefest week as the VIX declines, and talk about the patience required for a new cyclical energy cycle
www.macroedge.world
August 14, 2026 at 4:55 AM
Midweek Macro Note: CPI/PPI T-Ball, Snoozefest Week as VIX Declines, Cyclical Energy Patience • In the Midweek Macro Note - we discuss the CPI/PPI T-Ball Prints, highlight the snoozefest week as the VIX declines, and talk about the patience required for a new cyclical energy cycle
MacroEdge Portfolio Strategy Report - August 12, 2026 • Good (now Thursday morning) MacroEdge Readers & Community - in this note - we outline the first of many Portfolio Strategy notes to come.
MacroEdge Portfolio Strategy Report - August 12, 2026
Good (now Thursday morning) MacroEdge Readers & Community - in this note - we outline the first of many Portfolio Strategy notes to come.
www.macroedge.world
August 13, 2026 at 7:55 AM
MacroEdge Portfolio Strategy Report - August 12, 2026 • Good (now Thursday morning) MacroEdge Readers & Community - in this note - we outline the first of many Portfolio Strategy notes to come.
War Note: The 'Standby' Continues, Flag or Drag, CPI Preview, Gold Discussion • In the latest War Note we discuss the standby in the conflict, recent tanker attacks, 'flag or drag' with the major US indices, preview the mostly noisy CPI report tomorrow (grain of salt), and more.
War Note: The 'Standby' Continues, Flag or Drag, CPI Preview, Gold Discussion
In the latest War Note we discuss the standby in the conflict, recent tanker attacks, 'flag or drag' with the major US indices, preview the mostly noisy CPI report tomorrow (grain of salt), and more.
www.macroedge.world
August 12, 2026 at 4:55 AM
War Note: The 'Standby' Continues, Flag or Drag, CPI Preview, Gold Discussion • In the latest War Note we discuss the standby in the conflict, recent tanker attacks, 'flag or drag' with the major US indices, preview the mostly noisy CPI report tomorrow (grain of salt), and more.
Weekly Macro Note: September FOMC First Look, CPI Week, Homebuilder & Transportation Update, and More • In this brief Weekly Macro Note - we discuss the upcoming FOMC projections, take a look at the pending CPI data, discuss the cyclical macro components, and more. Stay tuned for more this week.
Weekly Macro Note: September FOMC First Look, CPI Week, Homebuilder & Transportation Update, and More
In this brief Weekly Macro Note - we discuss the upcoming FOMC projections, take a look at the pending CPI data, discuss the cyclical macro components, and more. Stay tuned for more this week.
www.macroedge.world
August 10, 2026 at 8:03 AM
Weekly Macro Note: September FOMC First Look, CPI Week, Homebuilder & Transportation Update, and More • In this brief Weekly Macro Note - we discuss the upcoming FOMC projections, take a look at the pending CPI data, discuss the cyclical macro components, and more. Stay tuned for more this week.
Redeye Macro Note: Geopolitical Updates, Bizarre BLS Release, Pertinent Macro Data - What Still Matters? • In this Redeye Macro Note - we discuss the latest geopolitical updates and war developments from the first half of the weekend, talk about a bizarre BLS release, and more...
Redeye Macro Note: Geopolitical Updates, Bizarre BLS Release, Pertinent Macro Data - What Still Matters?
In this Redeye Macro Note - we discuss the latest geopolitical updates and war developments from the first half of the weekend, talk about a bizarre BLS release, and more...
www.macroedge.world
August 9, 2026 at 8:03 AM
Redeye Macro Note: Geopolitical Updates, Bizarre BLS Release, Pertinent Macro Data - What Still Matters? • In this Redeye Macro Note - we discuss the latest geopolitical updates and war developments from the first half of the weekend, talk about a bizarre BLS release, and more...
Midweek Macro Note: The Energy Situation This Week, NFP Preview - July, Asia Update Part 8 • In the Midweek Macro Note we discuss the energy situation this week, talk about our nonfarm preview for tomorrow, and highlight Asia in 'Asia Update Pt 8'...
Midweek Macro Note: The Energy Situation This Week, NFP Preview - July, Asia Update Part 8
In the Midweek Macro Note we discuss the energy situation this week, talk about our nonfarm preview for tomorrow, and highlight Asia in 'Asia Update Pt 8'...
www.macroedge.world
August 8, 2026 at 1:56 PM
Midweek Macro Note: The Energy Situation This Week, NFP Preview - July, Asia Update Part 8 • In the Midweek Macro Note we discuss the energy situation this week, talk about our nonfarm preview for tomorrow, and highlight Asia in 'Asia Update Pt 8'...
MacroEdge Oil and Gas Research Arrives This Weekend, and Much More in Store • In this brief offerings update, we discuss MacroEdge Oil and Gas Research - arriving this weekend - a transformative MacroEdge offering for the energy sector - and more.
MacroEdge Oil and Gas Research Arrives This Weekend, and Much More in Store
In this brief offerings update, we discuss MacroEdge Oil and Gas Research - arriving this weekend - a transformative MacroEdge offering for the energy sector - and more.
www.macroedge.world
August 6, 2026 at 4:55 AM
MacroEdge Oil and Gas Research Arrives This Weekend, and Much More in Store • In this brief offerings update, we discuss MacroEdge Oil and Gas Research - arriving this weekend - a transformative MacroEdge offering for the energy sector - and more.
War Note: A Crude Time for Patience, TACO-Howitzer, Latest Hormuz Developments, Asia Situation Part 7 • In this War Note we discuss the latest energy market price action and relentless headline with a potential 'Hormuz announcement' tomorrow afternoon, we look at midterm can-kicking, and more...
War Note: A Crude Time for Patience, TACO-Howitzer, Latest Hormuz Developments, Asia Situation Part 7
In this War Note we discuss the latest energy market price action and relentless headline with a potential 'Hormuz announcement' tomorrow afternoon, we look at midterm can-kicking, and more...
www.macroedge.world
August 5, 2026 at 4:55 AM
War Note: A Crude Time for Patience, TACO-Howitzer, Latest Hormuz Developments, Asia Situation Part 7 • In this War Note we discuss the latest energy market price action and relentless headline with a potential 'Hormuz announcement' tomorrow afternoon, we look at midterm can-kicking, and more...