Welcome to Mid-Week Macro for Wednesday 8th April 2026.
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This post and video are FREE for everyone, and discusses:
Why you shouldn’t trust the ceasefire
Short term equity and commodity outlooks
Warning signs across the board
And much more!
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Mid-week Polymarket market
Thank you Polymarket for sponsoring the mid-week macro. Given the recent truce, we check in again with the odds of Strait of Hormuz traffic going back to ‘normal’ by the end of April.
I am not buying it and do not see it happening whatsoever. This market is priced way too high. The ceasefire and the current situation is not to be trusted!
Please do subscribe to Polymarket on Substack.
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I will be working with The Jerz Group to formalise a US LLC as well as other tax structuring and future proofing both The Contrarian Capitalist and my personal and family positions.
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Jeremy will likely be on the show in due course.
Podcasts & Posts & Article Links
German men need military permit for extended stays abroad
DOE FY27 Budget Requests $45 Billion in Nuclear Funding
