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Apr 28, 2026 FRAMEWORK 10 min read

How to express one macro conviction across 6 asset classes: the complete framework

A geopolitical event, a rate decision, an energy shock. Most traders express it in one instrument. Here is how sophisticated traders build a full cross-asset position from a single thesis.

Every major market event has the same problem: most traders express it in one instrument. Iran escalates. They buy crude futures. The Fed pivots. They buy tech stocks. Each of these is correct. Each of these is also leaving 60 to 70% of the available trade on the table.

A macro thesis, properly expressed, should touch every asset class it affects. That is not diversification. That is precision.

The conviction decomposition framework

Start with the thesis in plain language. One sentence. Specific. Not "energy prices will rise." But: "Strait of Hormuz disruption reduces global oil supply by 20% for 30 to 60 days."

Now decompose it into first, second, and third-order effects.

First-order effects are direct and immediate: the asset classes that move mechanically when the thesis is confirmed. For a Hormuz disruption: crude oil (+15 to 25%), tanker stocks (+20 to 35%), gold (+3 to 6%).

Second-order effects are derived: USD/JPY (+1.5 to 2.5%), European airline stocks (8 to 12%), emerging market bonds (3 to 5%).

Third-order effects are reflexive: Polymarket contracts on US military response (from 15 cents to potentially 60 cents), VIX (+15 to 30%).

Sizing across asset classes

The central error in multi-asset sizing is treating each leg as an independent bet. It is not. Each leg is an expression of the same thesis. The question is not "how much to allocate to crude vs tankers?" It is "which instrument gives the best risk-adjusted exposure to this conviction?"

Step 1: Define your total conviction capital. The maximum you are willing to lose if the thesis is completely wrong. On a $500,000 portfolio, a high-conviction trade might have $25,000 of conviction capital (5%).

Step 2: Rank instruments by conviction purity. Crude futures have the highest direct exposure. Tanker stocks have high exposure with equity volatility added. Polymarket has binary exposure with no market-beta noise.

Step 3: Allocate by purity, not by asset class. Something like: crude 40%, tankers 25%, gold 20%, Polymarket 10%, defense 5%.

Step 4: Set asymmetric exits per leg. Each instrument has different volatility characteristics. A 10% crude move is ordinary in a supply shock. A 10% gold move is extraordinary.

Monitor by thesis integrity, not P&L

For each leg, define two things before entry. A confirmation signal: what would confirm the thesis is playing out? And an invalidation signal: what would tell you the thesis is wrong regardless of current P&L?

When the invalidation signal fires, exit all legs simultaneously. A thesis is either intact or it is not. Most traders close losers and hold winners. The invalidation framework forces the exit decision to be thesis-based rather than P&L-based.

Four recurring macro templates

TEMPLATE 01
Oil supply shock
Instruments: Long crude (USO), long tankers (FRO, DHT), long gold (GLD), Polymarket escalation contracts
Historical range: +12 to 28% crude, +15 to 40% tankers over 4 to 8 weeks
Invalidation: Non-OPEC production response, diplomatic resolution
TEMPLATE 02
Banking contagion
Instruments: Short KRE, long TLT, long GLD, long VIX calls (3 to 6 week expiry)
Historical range: 15 to 40% KRE move, +5 to 12% TLT over 2 to 6 weeks
Invalidation: Fed backstop announcement, Treasury statement
TEMPLATE 03
Dollar strength regime
Instruments: Long DXY, short EUR/USD, long SGOV, short GLD, short EWZ
Historical range: +3 to 8% DXY over 4 to 12 weeks
Invalidation: Fed pivot signals, US fiscal deterioration news
TEMPLATE 04
AI infrastructure demand shock
Instruments: Long NVDA, AMD, long XLK, long copper futures, Polymarket AI regulation contracts
Historical range: +20 to 60% for leading names over 3 to 9 months
Invalidation: Regulation announcement, hyperscaler capex cuts

The implementation reality

The framework above is not conceptually difficult. Any experienced trader can draw the cross-asset map for a macro event in 15 minutes. The implementation is where it breaks down. Executing 4 to 6 instruments across 3 to 4 platforms, sized correctly, with monitoring criteria set for each leg, takes time that most macro events do not give you.

The traders who execute this consistently have reduced the execution to a single workflow. The analysis is separate from the execution. By the time the thesis is formed, the mechanics of placing the trade are simple enough that they do not introduce delay. That is the actual bottleneck.

One thesis.
Every instrument. One click.

APEX executes all legs of your conviction trade simultaneously across every connected broker and exchange.

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