Marc Jolicoeur
@MacroMojo
Macro investor. Sentiment indicators. Alternative data sources. Trading ETFs and Options, $VIX, Bitcoin, and Real Estate. Ask me if I found the Mojo.
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I just published a new "Next Economy" post I hope you enjoy the read! nexteconomy.co/p/a-political-…
This paper is worth reading for any Armchair AI fans out there. AIi research is rapidly helping us figure out what actually makes humans special. I'm sure there are plenty of counters, but in this example, rando humans are just massively better at learning a new worldstate.
New paper: MIT's WorldTest Shatters the Illusions Of LLMs Confirms what I have said: LLMs trained on low protein data suffers from low pattern matching, the only tool they really have. Humans seek novelty to zero into a solution. The solution is building AI that uses novelty as…
If you are a CEO and enforce a return to office mandate while commuting to the HQ via jet a few times a month so you can live on the beach - you are a terrible leader.
Reporter: Maybe foreign Indian H-1Bs are good at their jobs? Me: No! CEOs complain they can’t find skilled workers in America. But under the H-1B program, they’re not even required to interview an American—not even to post the job publicly for Americans to see. So how can they…
YESSSS.... I got the photo of the Blue Angels screaming past the billboard on Rainier Ave in Seattle during their prqctice for their upcoming show for Seafair Weekend. THEY ARE STAYING FOR GOOD #SORRYNOTSORRY!!! Photo ©️ 2025 David Rosen/SlickPix Photography
You might look at the current price of a single bitcoin at $118k and think you missed the move...again But what if...
What is going on here?
Money printing is the only way. Bullish interest rates, bitcoin, gold, land, and minerals in the ground.
CBO projects the US national debt will hit $59T by 2035 🫠
From my book TurtleTrader: Bill Eckhardt gave the Turtles an example of a market moving rapidly through the point where they were supposed to buy, but for whatever reason had missed. Now they are sitting there waiting for a “retracement.” While they wait for the cheap place to…
Good Vibrations is a symphony. This clip of Brian Wilson and The Wrecking Crew recording the track is outer worldly. Proof that all he needed were just musicians to play his material. He is The Beach Boys.
If we close here or higher today, that was the starting gun for the bear market rally.
The Golden Anomaly. @newmont $11.20 AISC/share at current Gold price of $3,074/oz. Fair value is $85/share. Newmont trades at only $47.90/share. Opportunities like this are rare.
Every single American should listen to this interview. Hands down the best podcast I’ve listened to in over a year. Howard shares incredible context on the history of tariffs in America + much more.
🇺🇸 all-in takes dc part 2! @chamath and @friedberg sit down with @CommerceGov secretary @howardlutnick for another long-form interview 🔥 -- insights from running trump's transition team -- creating @DOGE with @elonmusk -- fixing gdp -- tariff strategy -- how to sell 1m+…
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