My purpose is to find the truth by pursuing my passion: uncovering situational value stocks positioned for both short and long term price appreciation. Vision: becoming a trusted source of opportunities known for embracing quality and honesty.
Welcome to the Tri Polar World on Substack, offering a unique take on global macro investing developed through 35+ years of day in and day out work at the coal face of global financial markets.
Daily macro and market structure analysis—covering liquidity, options and gamma exposure, dealer positioning, and volatility—to help investors navigate price action across asset classes.
