I’m launching a new project on this Substack where I’ll break down markets, macro‑economics, monetary policy, Industry Ideas and other technical factors such as Options Dynamics three times a month.

Over the past two years I’ve posted occasional macro long‑short ideas—expressed through FX, equity, commodity, and crypto futures in PT — and whenever a fresh opportunity arises, I’ll continue to spotlight those trades and explain my thinking.

The first post—dropping later this week—will be free for everyone. After that, future pieces will live behind the subscription paywall.

I’m excited for the journey ahead! Until now, I’ve mostly written in my native language; from here on out, I’ll be publishing in English as well.

Thanks, as always, for your support!