GMG Research | Substack

AI Powers MAG 7, Quantum Tests Bitcoin

Dec 16 •

Elections Today. Good Luck.

Focus on top down macro.

Nov 5 •

Do not get caught up in individual stock narratives right now.

Oct 28 •

Our macro view on markets

What Gold, Rates, Oil and Bitcoin are telling investors.

Oct 21 •

Interest rates: Rebounding off lows.

Oct 14 •

The only market update you need.

Oct 8 •

The Chinese Stimulus & How It Will Hurt Japan

Sep 30 •

10 Charts That Matter

This week we cover: Coherent, Coupang, USD, Bitcoin, Meta, Gold, interest rates and datacenters.

Sep 23 •

GMG Research

GMG Research

Providing weekly alpha for everyone, without the fluff.

GMG Research

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