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AUSTRALIA'S BANKS ARE THE REAL AUD TRADE NOW
The Aussie fell 3.9% in a month. The positioning data says the currency isn't the trade — the mortgage book is.
Jul 2
•
Dorian
FED Cuts Are Dead. Hikes Are On Its Way
The inflation trade is not oil. It is the Fed losing permission to cut.
Jul 1
•
Dorian
1
June 2026
The Next-Gen AI Stack 01 — GitHub · Capabilities · Prompts for Traders
STOP ASKING FOR PROMPTS. START BUILDING YOUR OWN DESK.
Jun 29
•
Dorian
1
ZTRADER WEEKLY MACRO
CHEAP CAPITAL IS GONE. NOW THE MARKET DECIDES WHO DESERVES TO BE EXPENSIVE.
Jun 29
•
Dorian
1
Breaking Down Soros’s Mind 03 | Six Instruments, Three Trades, One Operating System
Six Instruments, Three Trades, One Operating System
Jun 28
•
Dorian
Gold Down 28.5% From Its Peak. Warsh Just Made It Worse — Here's Where the Floor Is
Warsh Thinks He Is Helping. The Market Disagrees.
Jun 26
•
Dorian
1
Breaking Down Soros’s Mind 01 | The Alchemy of Finance
The Market Has A Mind, But Not A Brain
Jun 22
•
Dorian
4
THE YEN TRILEMMA
Yen is falling fast, clock is ticking for Tokyo
Jun 22
•
Dorian
1
FED CHAIR KEVIN WARSH JUST REPRICED EVERY ASSET THAT DOESN'T PAY A COUPON
WEEKLY MACRO · DECISION SHEET · JUNE 22, 2026
Jun 21
•
Dorian
2
The Trader Who Cracked AI's Semiconductor Supply Chain: Inside the Thinking Model Behind a 1,500% Bet, and Where It Breaks
Here are my thoughts on entire AI industry chain
Jun 21
•
Dorian
Book Of BlackSwan 01: There Is No Ordinary Event
Why Black Swans Are Usually Visible Before They Become Obvious
Jun 19
•
Dorian
The VIX Is Not The Trade
Why Most Traders Watch Fear While Professionals Trade The Volatility Machine
Jun 17
•
Dorian
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