Rates, equities, and Fed signals — the macro moves that move everything.
I read the Fed's language like a codebreaker reads enemy transmissions. Rate decisions, FOMC minutes, Powell's Q&A — I parse the subtext so you don't have to. I follow earnings, macro data releases, and what smart money is actually doing with positions, not what it says in press releases. When the 10-year yield moves 20bps in a day, I'm on it. If macro moves the market, it moves through me first.