The Macro Frame

The Energy Crisis Is Diffusing into Grain Markets

Overview

Apr 3 • Macro Matt

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March 2026

How to Find a Megatrend Before Anyone Else

Pt 1, A framework for finding the start of a major move in commodities and Bitcoin

Mar 20 • Macro Matt

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Markets in the Fog of War

Crisis narratives that form, spread, and mislead investors

Mar 11 • Macro Matt

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February 2026

PayPal: Investor Pain Becomes Opportunity

A Contrarian Setup in Plain Sight

Feb 18 • Macro Matt

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Bitcoin: A 50% Drawdown or the Start of a New Bear Market?

A framework for assessing how deep this drawdown may go.

Feb 6 • Macro Matt

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Oil, gas, nuclear and coal are misunderstood and undervalued

What are the implications for investors?

Feb 3 • Macro Matt

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January 2026

Why Everything Made of Metal Is Going Up

What the metals rally reveals about human behaviour, money, geopolitics, and supply

Jan 14 • Macro Matt

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December 2025

STRC: How Far Can Confidence Stretch?

Understanding the confidence flywheel behind Strategy’s preferred shares

Dec 20, 2025 • Macro Matt

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