40+ Years of Macro Trading Insight
Read the Board before
the market reprices
Read the Board Before the Market Reprices
In June 2025, more than nine months before the U.S. Iran war, Andy Krieger mapped out for his readers a scenario in which a desperate Iran would close the Strait of Hormuz.
He spelled out in detail what this shock would do to the markets, so his readers knew exactly how to handle the chaos when it happened in February of 2026. In fact, for his clients, it wasn’t chaos. It was a chance to follow his map and make a tremendous amount of money.
The call was not just about crude oil.
It was a map that laid out almost exactly what has happened since the end of February, and there are still more effects to come.
Bankers Trust
Quantum Fund
Central Bank Advisor
70+ Markets
40+ YearsExperience
40+ Years of Macro Trading Insight
The Macro Insights From The Trader Who Moved Markets
Read the Board Before the Market Reprices
In June 2025, more than nine months before the U.S. Iran war, Andy Krieger mapped out for his readers a scenario in which a desperate Iran would close the Strait of Hormuz.
He spelled out in detail what this shock would do to the markets, so his readers knew exactly how to handle the chaos when it happened in February of 2026. In fact, for his clients, it wasn’t chaos. It was a chance to follow his map and make a tremendous amount of money.
The call was not just about crude oil.
It was a map that laid out almost exactly what has happened since the end of February, and there are still more effects to come.
June 2025:
While the market reacts, andy
watches the setup
Crude had traded near $55
Andy warned oil could move back above $95, and potentially over $100 if Hormuz became involved.
But the real insight was not the oil.
It was the chain reaction
The value was not just knowing
oil could move.
The value was knowing
what oil could force next
Andy does not sell timing guesses.
He tracks setups
He watches triggers.
He studies conditions.
The edge is not predicting the month.
The edge is knowing what confirms the move.
While most investors reacted to Iran, Andy was already watching the signs:
That is how readers stay ready before the break.
Download Now
June 2025:
While the market reacts, andy
watches the setup
Crude had traded near $55
Andy warned oil could move back above $95, and potentially over $100 if Hormuz became involved.
The Chain Reaction
The value was not just knowing oil could move.
The value was knowing what oil could force next
Andy does not sell timing guesses.
He tracks setups
He watches triggers.
He studies conditions.
The edge is not predicting the month.
The edge is knowing what confirms the move.
While most investors reacted to Iran, Andy was already watching the signs:
Download Now
Built From Market Experience,
Not Market Commentary
Andy Krieger began on the Salomon Brothers trading floor, ran the global currency options business at Bankers Trust, was later hired by Quantum Fund as George Soros’s successor, and went on to start his own asset management business.
Across four decades, he has traded 70+ markets, with a focus on volatility, dislocations, currencies, options, and asymmetric risk structures.
That is why his letter does not read markets one headline at a time.
It reads the board:
Currencies. Commodities. Rates. Equities. Policy. Capital flows. Volatility. Forced positioning.
BUILT ON EXPERIENCE. EARNED OVER TIME
WHAT THE LETTER COVERS
Built From Market Experience,
Not Market Commentary
Andy Krieger began on the Salomon Brothers trading floor, ran the global currency options business at Bankers Trust, was later hired by Quantum Fund as George Soros’s successor, and went on to start his own asset management business.
Across four decades, he has traded 70+ markets, with a focus on volatility, dislocations, currencies, options, and asymmetric risk structures.
BUILT ON EXPERIENCE. EARNED OVER TIME
WHAT THE LETTER COVERS
Inside The
Andy Krieger Letter
Every week, Thoughts on the Market gives subscribers Andy Krieger’s current read on global markets, macroeconomic events, and potential areas of opportunity.
But this is not another market recap.
The letter is built to move from the largest forces in the world down to the specific levels that matter now.
First, Andy lays out the big picture.
Currencies. Commodities. Rates. Equities. Policy. Capital flows. Volatility. Forced positioning.
He studies what is moving beneath the surface, where pressure is building, and what the market may be mispricing before consensus catches up.
Then the letter bridges that macro view into the markets traders should be watching right now.
Finally, Imre Gams, Andy’s co-author and technical analyst, maps the exact price levels where those forces may show up in real time.
Each issue covers three core markets:
S&P 500 futures.
Gold.
Crude oil.
Andy shows readers what may be building beneath the surface.
Imre shows where it may matter on the chart.
Together, they give subscribers a complete market map:
The macro forces.
The trade structure.
The levels to watch.
The point is not more information.
The point is a better read.
A sharper view of where pressure is building… what could confirm the move… and where the market may reveal its hand next.
Sample Previous Newsletters
Inside The
Andy Krieger Letter
Every week, Thoughts on the Market gives subscribers Andy Krieger’s current read on global markets, macroeconomic events, and potential areas of opportunity.
But this is not another market recap.
The letter is built to move from the largest forces in the world down to the specific levels that matter now.
First, Andy lays out the big picture.
Currencies. Commodities. Rates. Equities. Policy. Capital flows. Volatility. Forced positioning.
He studies what is moving beneath the surface, where pressure is building, and what the market may be mispricing before consensus catches up.
Then the letter bridges that macro view into the markets traders should be watching right now.
Finally, Imre Gams, Andy’s co-author and technical analyst, maps the exact price levels where those forces may show up in real time.
Each issue covers three core markets:
S&P 500 futures.
Gold.
Crude oil.
Andy shows readers what may be building beneath the surface.
Imre shows where it may matter on the chart.
Together, they give subscribers a complete market map:
The macro forces.
The trade structure.
The levels to watch.
The point is not more information.
The point is a better read.
A sharper view of where pressure is building… what could confirm the move… and where the market may reveal its hand next.
Sample Previous Newsletters
Most Investors read news
Andy reads the structure beneath
Every week, Thoughts on the Market gives subscribers Andy Krieger’s current analysis on global markets, macroeconomic events, and potential areas of opportunity.
This is not a recap of what already happened.
It is a weekly analysis of what the market may be mispricing now.
Andy covers:
Currencies. Commodities. Rates. Equities. Policy. Capital flows. Volatility. Forced positioning.
The point is not more information.
The point is a better read.
A sharper view of where pressure is building before consensus catches up.
Choose Your Access
Most Investors read news
Andy reads the structure beneath
Every week, Thoughts on the Market gives subscribers Andy Krieger’s current analysis on global markets, macroeconomic events, and potential areas of opportunity.
This is not a recap of what already happened.
It is a weekly analysis of what the market may be mispricing now.
Andy covers:
Currencies. Commodities. Rates. Equities. Policy. Capital flows. Volatility. Forced positioning.
The point is not more information.
The point is a better read.
A sharper view of where pressure is building before consensus catches up.
andy Krieger
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