42 Macro 🇺🇸
@42Macro
Followers
27K
Following
7K
Media
2K
Statuses
7K
42 Macro is an online investment research provider specializing in macro risk management through the dual lens of asset allocation and portfolio construction.
Tiburon, CA
Joined March 2021
Our mission at 42 Macro is to help investors consistently make money and protect gains in financial markets. Many of the world’s most successful investors agree the best way to accomplish that goal is by infusing systematic elements into their research and risk management
4
2
41
The Macro Minute | July 25, 2025. In today's video, we answer the following questions:. - How will the “President Trump vs. Powell Fed” saga play out?.-Could a 5% 10-year yield trigger a correction—even if the Fed cuts rates?. You can watch it here:
1
0
1
White Swan Risk: How Will the “President Trump vs. Powell Fed” Saga Play Out? | July 19, 2025. If you think the Fourth Turning is a “horoscope” after the WWE/mafia-style Fed construction site visit, go home — you’re drunk. Enjoy this clip from our July 19, 2025, episode of
0
2
8
Are you positioned for our Chart of the Day?. A picture can be worth a 1,000bps of performance. Have a great day!
0
4
18
The Macro Minute | July 24, 2025. In today's video, we answer the following questions:. - How is the global economy faring amid US trade policy uncertainty and the Trump tariff shock?.- How could the lack of trade deals weigh on asset prices in the short-term?. Watch it here:
0
0
7
Is It Too Late to Position for the Paradigm C Melt-Up?. Darius had the great pleasure of piecing the global macro puzzle together with two of our favorite people: @menlobear and @LukeGromen. We are huge fans of theirs because they share our mission to create immense value for ALL
1
5
22
RT @DariusDale42: Enjoy our inaugural @42Macro Chart of the Day!. I'm trying something new today since our studies continue to confirm rea….
0
16
0
This Is Some Of The Best Advice You’ll Ever Receive As A Retail Investor. @DariusDale42 had the great pleasure of reconnecting with the amazing @maggielake yesterday for an informative discussion regarding our Paradigm C thesis. During the discussion, Maggie asked if our “Keep
1
3
26
Are Markets Underpricing The Power Of Paradigm C?. Darius Dale recently joined @ErikSTownsend on @MacroVoices Podcast to lay out why investors must position for a pro-growth fiscal regime that could drive substantial upside in risk assets. We believe that.
42macro.com
Darius Dale joined Eric Townsend on MacroVoices Podcast to lay out why investors must position for a pro-growth fiscal regime that could drive substantial upside in risk assets. He argued that...
1
1
2
The Macro Minute | July 22, 2025. In today’s video, we answer the following questions:. - Are markets adequately pricing in regime change at the Fed, part III?.- Are tariff-driven price spikes really inflation, and how long do their effects last?. You can watch it here:
4
1
17
Here’s Why the US Treasury Is Going to LBO The Fed… Again | July 19, 2025. We continue to observe a large gap between our Fourth Turning-inspired expectation of where US monetary policy is likely headed and current market pricing. This gap represents significant right tail risk
6
5
31
The Macro Minute | July 21, 2025. In today’s video, we answer the following questions:. - How is Q2 earning season shaping up thus far? What is the key risk of Japan’s LPD losing its seven-decade stranglehold on Japanese parliament?.- Why should The Fed be cutting short-term
15
4
20
RT @SC_Murphy: @bobcycle2014 @DariusDale42 @42Macro S&P is up ~7.26% YTD. My portfolio is up 16.74% YTD (as of today). When @42Macro’s KIS….
0
3
0
RT @Grahame_: @DariusDale42 @steven7lamar @42Macro @beatsbydre This is why I chose to join @42Macro and rely on its research to secure my f….
0
2
0