HeyJaredOffsides Macro
Offsides Macro delivers proprietary positioning analytics designed to uncover asymmetric trade opportunities across global asset classes
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 28, 2026
Latest issues
9.14.26: reach out for updates (opens the original)
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i xcl’d the ability to pay a month or so ago, not getting much out of publishing. i am writing an inhouse draft that looks similar to my previous weekly notes, just reach out, happy to share that and my charts/thoughts - bandazian 400619470@bloomberg.net
OFFSIDES MACRO 9.6.26 (opens the original)
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didn’t feel like writing this week (and i refuse to use AI to do it) so here are some chart-only observations instead.<img alt="" class="sizing-normal" height="256.16161616161617" src="https://substackcdn.com/image/fetch/$s_!7mzX!,w_1456,c_limit,f_auto,q_auto:go
OFFSIDES MACRO 8.30.26 (opens the original)
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Lots of fed/warsh talk out there, but besides trading SOFR or 2s/5s, what’s the trade? Even if we had DeLorean that goes 88, we don’t know where SPX or 10s or USD or GC or CL go on that, because it’s about the reason for the (academic) cut/hike, and trading is about the path that gets us there. Making a bet on anything based on the fed will either be wrong or you’ll get stopped along the path. But “entertainment” is certainly mesmerizing.<a class="image-link image2 is-viewable-img" href="https:/
OFFSIDES MACRO 8.23.26 (opens the original)
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“We’ve got to get rid of the $19 trillion in debt” … “How long would that take?” … “I think I could do it fairly quickly.” … “What’s fairly quickly?” … “Well, I would say over a period of eight years.” - 2016<source
OFFSIDES MACRO: WMT conf call color + Offsides Markets (opens the original)
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I always listen to the WMT and BX conf calls for macro color, they have far superior “dashboards” than the academics at the Fed. Cheat Code for bloomberg users: (NOT TOPIC:FEDSPEAK), you’re welcome Read more
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