Many value investors call themselves bottom-up investors. This means they don't pay attention to macroeconomic conditions when making investment decisions. They argue that they cannot predict the ...

Darius Dale is the Founder and CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management processes.

Interest rates are rising, inflation isn't dead, and consumers are getting hit from all sides. "Confidence" remains at the lows. If/when the 2/10 Treasury curve normalizes it will create a very ...

A cooling labor market should allow the Fed to trim interest rates again this week, supporting risk assets. We refresh our ...

The debate around the price of gold persists -- and likely will for a long time to come. A recent Business Insider article implicitly touted the utility of gold as a storehouse of value, pointing out ...

Artist Chris Jordan creates work based upon putting the statistics of daily American life in perspective through a macro view. This recreation of Seurat's pointillist masterpiece Sunday Afternoon on ...

In closing out our discussion for the time being on defining “services” vs. “applications,” we’ll take you back to a real-world accounting of an instance in which the lack of definition of “service” ...