SELECTED HISTORICAL ISSUES
The Macro Insights From The Trader Who Moved Markets
Selected Issues From Thoughts on the Market
Read five historical market letters from Andy Krieger and see how he connects macro pressure, market structure, and the levels that matter before consensus catches up.
The Macro Insights From The Trader Who Moved Markets
These are not market recaps. They are examples of how Andy reads the board — currencies, commodities, rates, equities, policy, volatility, capital flows, and forced positioning — to understand where pressure may be building next.
explore Five Selected Letters
June 2025
The Strait of Hormuz Scenerio
Andy mapped out how an Iran-driven oil shock could ripple through crude, inflation, rates, equities, and global risk before the move became obvious.
Read The Issue
July 2025
Gold, Policy Pressure, and Currency Risk
A look at how monetary pressure, real rates, and currency instability could begin to reshape the path of gold.
Read The Issue
august 2025
Equity Risk Beneath the Surface
A deeper read on what the S&P 500 may have been mispricing and the structural levels that could confirm a larger move.
Read The Issue
september 2025
Crude Oil, Volatility, and Forced Positioning
How supply shocks, sentiment, and positioning can compound volatility and create opportunity across the broader market.
Read The Issue
october 2025
Reading the Board Before Consensus
A broader macro letter showing how currencies, commodities, rates, and policy interact before the market fully reprices the setu
Read The Issue
Want the Current Letter?
SELECTED HISTORICAL ISSUES
The Macro Insights From The Trader Who Moved Markets
Selected Issues From Thoughts on the Market
Read five historical market letters from Andy Krieger and see how he connects macro pressure, market structure, and the levels that matter before consensus catches up.
The Macro Insights From The Trader Who Moved Markets
These are not market recaps. They are examples of how Andy reads the board — currencies, commodities, rates, equities, policy, volatility, capital flows, and forced positioning — to understand where pressure may be building next.
explore Five Selected Letters
June 2025
The Strait of Hormuz Scenerio
Andy mapped out how an Iran-driven oil shock could ripple through crude, inflation, rates, equities, and global risk before the move became obvious.
Read The Issue
July 2025
Gold, Policy Pressure, and Currency Risk
A look at how monetary pressure, real rates, and currency instability could begin to reshape the path of gold.
Read The Issue
august 2025
Equity Risk Beneath the Surface
A deeper read on what the S&P 500 may have been mispricing and the structural levels that could confirm a larger move.
Read The Issue
september 2025
Crude Oil, Volatility, and Forced Positioning
How supply shocks, sentiment, and positioning can compound volatility and create opportunity across the broader market.
Read The Issue
october 2025
Reading the Board Before Consensus
A broader macro letter showing how currencies, commodities, rates, and policy interact before the market fully reprices the setu
Read The Issue
Want the Current Letter?
andy Krieger
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