Joined September 2025
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Every week I publish my Macro Missive. My macro framework is unique and excellent for understanding where the economy, markets, and humanity are heading. I track the key indicators, interpret the important headlines, and discuss deeper economic concepts. MEMBERS GET: ✓ Clear framework ✓ Neutral analysis ✓ Long-term trends tempering short-term extremes ✓ Data framework = predictions ✓ Actionable insights MEMBERS DON'T GET: ✗ Perma-bear doom to spike adrenaline ✗ Bias reinforcement ✗ Catastrophism ✗ Conclusion-driven interpretation ✗ Anti-American bias You can start with the free posts, purchase individual reports, or become a Pro Member. You'll also be supporting independent economic research free from perma-bear doom, anti-American pessimism, and the recycled talking points that dominate financial commentary!
🔴Economy Improves But Bitcoin Crashes PMIs expand, jobs remain resilient, the dollar breaks higher, gold rolls over, and bitcoin enters historic capitulation territory. Member post, Link below🔽. Support independent Macro analysis!
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#OIL $WTI | The market is not caring about SPR refills. Oil continues to slide. Now down to $77/bbl. How did the oil bulls get it so wrong??
Oil bulls should've been paying attention! The world was experiencing a big oil surplus of 3-4 mmbpd prior to the conflict. China added 50M bbls to their reserves in Dec '25 (latest I've seen). Floating inventory was at ATHs. Pay attention with Rogue 🔽 roguemacro.substack.com/p/oi…
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RogueMacro retweeted
Caixin: "A rush of new entrants into China’s humanoid robotics industry is stirring concern among founders and investors that the sector could become overcrowded and face the same self-destructive competition, or “involution,” plaguing the country’s EV market." This was always quite predictable. Since last year I've argued that for all the talk of fighting involution, China's growth model requires the spread of involution into more and more sectors as long as the political need to achieve excessively high GDP growth targets is met by pouring capital into manufacturing, with the most likely industries that will suffer from involution being those in politically preferred areas. caixinglobal.com/2026-06-15/…
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RogueMacro retweeted
What is the cause of this B-52 Bomber crash?
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One of the America Last losers. No money is going from the US to Iran. They jumped on the spin and ran with it. The truth doesn't matter them, only their obsession with spinning the narrative. Trump won. The US won. It will continue winning despite what these losers say.
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RogueMacro retweeted
🚨 BREAKING: A B-52 Stratofortress bomber just CRASHED in California at Edwards Air Force base Please God I hope everyone is okay Please start praying 🙏

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RT @dlacalle_IA: United States gasoline prices have fallen 11% in one month and will likely fall like a stone fast. via AAA x.com/jagatsastry
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#OIL $WTI | If there was going to be a spike from stopping SPR releases, Dec futures would not be breaking down below the 50 DMA and into the low $70s.
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RogueMacro retweeted
All of the UFC gladiators at yesterday's fight should immediately be freed, they've earned it.
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There is a victimhood personality trait in investing or macro circles. They constantly find a way to spin a clear America First win into a major loss. The US beat wokism. The left is finished for a generation. Conservatives have the first trillionaire as ally. Cartels and Maduro are beaten. Trillions of dollars of investment are flooding the US. Crystal clear military dominance. Held back Russia with some supplies and ISR. Destroyed IRGC navy, air force, air defenses, stockpiles of missiles and drones, nuclear facilities, the Ayatollah, etc. Immigration net negative. Wins ~29 out of 30 SCOTUS cases. But it's all falling apart somehow according to these victim doomers. This deal with IRGC will be fine. The midterms will be a red wave. The US will continue on it's century of dominance. Stop being a victim.
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$UST #Treasuries | It's do-or-die for bond bears. I thought treasury yields were going uncontrollably higher because no one wants dollar assets?! Were they grifters are just dumb? The US10Y is breaking horizontal support and threatening the 50 DMA.
$UST $US10Y | Tears from the anti-America crowd and Panicans incoming! Doomer macro gurus looking really silly. Huge downward move in yields today. US10Y down to 4.45% currently. Threatening to break below support. The dollar isn't dead. USTs aren't dead. Trump did well. Follow for more!
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🇺🇸Doomers wrong again!
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RogueMacro retweeted
Oil bulls should've been paying attention! The world was experiencing a big oil surplus of 3-4 mmbpd prior to the conflict. China added 50M bbls to their reserves in Dec '25 (latest I've seen). Floating inventory was at ATHs. Pay attention with Rogue 🔽 roguemacro.substack.com/p/oi…
If the only the oil bulls had paid attention to the price action for the last month, it was blindingly obvious the market was not running out of oil #OOTT
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👇This should tell you something. The largest ever oil disruption, yet no energy crisis. Theory: Outside politics - global economic growth is under major stress and is quite elastic. Deglobalization and demographic decline are making the global economy soft.
What a remarkable outcome: the world's largest ever oil supply disruption failed to create a major energy crisis. The IEA said 2026 shock was worst than 1973, 1979 and 2022 together. And yet, the cost of oil, natural gas, electricity and coal never surpassed the previous peaks.
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#OIL $WTI | These oil price conspiracy theorists are having mental breakdowns. We are in a massive oil glut obscured by a temporary conflict over Hormuz. If that's over, the artificially high price is over, too.
#OIL $OIL | If this is peace, we're reentering a period of extreme oversupply for the market. This was just a brief disruption in a broader glut.
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RogueMacro retweeted
The left was hoping that the weather would ruin the birthday cage match and instead it just made Trump look like a literal wizard.
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RogueMacro retweeted
🚨 BOMBSHELL NEWS: In a stunning 5-4 ruling, the U.S Supreme Court has granted President Donald Trump broad wartime authority under the 1798 Alien Enemies Act, empowering him to carry out massive deportations of 'Tren de Aragua gang members' directly to El Salvador’s mega-prison!
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RogueMacro retweeted
Jordan Peterson made a profound point on Chris Williamson’s podcast. When God dies, a lot of unexpected things die with Him, including science. Science isn’t some purely neutral, secular tool. It rests on deeply religious assumptions: that truth exists, that it’s knowable, that pursuing it is good, and that the universe makes sense. These aren’t scientific claims, they’re metaphysical, rooted in a religious worldview. The universities themselves grew out of monasteries. Without that deeper foundation, science eventually stops being about truth and becomes just another tool for power, ideology, or convenience. You lose the reason to be honest when the data gets inconvenient. Do you think science can survive long-term without any belief in objective truth or a higher moral order?
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RogueMacro retweeted
Stupid oil bulls are losing a lot of money right now, judging by their aggressive tweets. Their only hope is the SPR refill. Here you go, stupid oil bulls 👇😬
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RogueMacro retweeted
This just set the left back 1,000 years
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RogueMacro retweeted
🔥🚨DEVELOPING: The energy in Washington DC is legendary right now. A massive audience went crazy when a bald eagle flew into the UFC venue.

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