Vuk Vukovic
Publishes 1 feed
ORCA's predictions
Follow a hedge fund owner navigating markets and adapting investment strategies conditional on current macro conditions.
10 posts · contributor
Lately
Record highs, Fed minutes ahead
Another round, survey open
A closer look at the Fed's new monetarism
The survey is live!
The collapse of AI momentum stocks
What a week: FOMC, earnings, PCE inflation, jobs
Uh-oh: Dashboard changed regimes. Now it's Warsh's turn.
Testing the top, earnings take the wheel
Credit and vol buying signals are up.
CPI in the rearview mirror.
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