This is the first Macro ESG idea for the model portfolio based on the transformational president theory of Yale’s Skowronek.  www.macroESG.com #macroESG

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This is the first Macro ESG idea for the model portfolio based on the transformational president theory of Yale’s Skowronek. www.macroESG.com #macroESG --- Send in a voice message: https://anchor.fm/macro-esg/message

Time to short Amazon - Model Portfolio Update

We analyze the risks of markets, politics, and technology for a sustainable future. 

We generate actionable ideas with clear risk reward and position size.

We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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We analyze the risks of markets, politics, and technology for a sustainable future. We generate actionable ideas with clear risk reward and position size. We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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Time to short Amazon - Model Portfolio Update

Time to short Amazon - Model Portfolio Update