Alex Barrow

1/ Druckenmiller's first mentor, Speros Drelles, would often tell him that "60 million Frenchman can't be wrong." Here's a thread on what that means and how to know when you should listen to or ignore the "Frenchman" (market)...

Congress modifying the Federal Reserve Act is the nuclear option.

My partner @marketplunger1 dives into our Q2 returns, exploring the good, bad, and fugly of our equity trading this year, along with the lessons learned. Here's the stats: - April: -4.82% - May: +1.46% - June: +13.27% - Q2 2025: +9.91% - YTD: +32.60% macro-ops.com/q2-2025-equity…

You might look at the current price of a single bitcoin at $118k and think you missed the move...again But what if...

There's currently a number of major compression regimes in key macro assets. This matters because big compression regimes precede BIG trends. $TLT, BUNDs, Commodities (BCI), and Gold are all setting up. Read more here 👇 macro-ops.com/big-moves-are-…

In May, I wrote about gold, the precious metals bull market, and how to use historical gold cycles to navigate this one. Here's what's important: 1. We're still in the early innings 2. Retail/institutions haven't entered the chat 3. Expect volatility macro-ops.com/my-thoughts-on…

Some thoughts heading into the week: ▪️$GC! | Gold is correcting through time, not space, and that's good ▪️The primary trend in $SPY will continue into eoy, but expect a minor 4-7% correction soon ▪️$DXY set up for a counter-trend washout macro-ops.com/gold-is-correc…

“If we have no peace,” said Mother Teresa, “it is because we have forgotten that we belong to each other.” That isn’t just a spiritual idea—it’s a diagnosis. Peace doesn’t begin with a ceasefire or a summit. It begins when we remember who we are to one another. That there’s no…

Penn’s Peter Conti-Brown: “We are in a high-stakes moment in the history of the Federal Reserve.” “It seems clear to me that the Trump administration, using various mechanisms, [has] now cooked up a post-hoc explanation for Powell’s removal.” wsj.com/economy/centra…

I don't understand the new 50% copper tariffs. They're not going to jumpstart US production, aren't targeted to countries in which we're in a trade war, and will drive up prices on a wide range of essential goods. A couple mines in the US are world-class and economic without the…

By sending "letters" that almost all of the traditional US allies will interpret as bad faith coercion, Trump runs the risk of what will appear to be coordinated retaliation in August (absent an extension of the deadline/ a series of "fake" deals that keep the game going) 1/

And right now the US attorney general is trying to remove the one law in California (Prop 12) that protects pigs from this. Why? Because the Chinese owned pork lobby is paying them to.

Today caps off one of the greatest 3-month rallies in history, up more than 25%. Turns out, this is extremely bullish. Only 5 other times in history has this happened and continued strength was perfectly normal. Up another 22% a year later on average and never lower. 💪💪

I am not the guy to tell you what Epstein was. Or whether he killed himself. Or what the "Clielnt list" was. Becaause, like you, I don't actually know about any of those things. And I have never claimed that I do. I am going to tell you with 100% absolute certainty that Epstein…

🚨 EXCLUSIVE: President Trump's Justice Department and FBI have concluded they have no evidence that Jeffrey Epstein blackmailed powerful figures, kept a "client list” or was murdered, according to a memo detailing the findings obtained by Axios. axios.com/2025/07/07/jef…