Every Thursday, David Woo decodes the week’s biggest shifts in economics, politics, geopolitics, and tech — so you see the opportunities and risks the mainstream misses.
Every Sunday, John Hopkinson translates David Woo’s macro predictions into a concise trading roadmap — complete with stock selections, targets, and stop levels for the Unbound Macro Stock Portfolio.
Every morning John Hopkinson explains what yesterday’s headlines mean for today’s markets. These short, actionable updates track how our outlook is evolving across macro and sector themes helping you anticipate the next moves.
The Playbooktakes the kind of analysis most people find intimidating — sector breakdowns, factor models, regressions, and macro relationships — and makes it simple, logical, and actionable.
