Archive - GMG Research

December 2024

Keep an eye out for our 2025 THEMES Report this week.

Dec 30, 2024 •

AI Powers MAG 7, Quantum Tests Bitcoin

Dec 16, 2024 •

Charts that matter.

This week we cover: Meta, Arm, Palantir, Applied Digital, CSX, IREN, Bitcoin, USD

Dec 9, 2024 •

Weekly Update - Bullish broadening continues

Email us gmgmacroresearch@gmail.com with any questions or comments.

Dec 2, 2024 •

November 2024

Our major investment themes.

Nvidia just purchased 3% of Applied Digital ($7 Stock)

Nov 18, 2024 •

Welcome To The Bitcoin Bull Market.

We’ve been bullish since 2013.

Nov 12, 2024 •

Elections Today. Good Luck.

Focus on top down macro.

Nov 5, 2024 •

October 2024

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

Oct 28, 2024 •

Our macro view on markets

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

Oct 21, 2024 •

Interest rates: Rebounding off lows.

Oct 14, 2024 •

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