Sitemap - 2026 - Capital Flows
Equity Strategy: Software, The Trade That's Fooling Everyone
THE BIG BET: WHY THE GAP IS WIDENING
Equity Strategy: How Are AI Rotations Driving The S&P500
Kevin Warsh Will Engineer the Fed's Regime Change—And Reshape the AI Arms Race
I Went Through Every Chart On The Credit Cycle – This Won’t End Well
The Risk Of The Yen Is Approaching FOMC
Equity Strategy: Credit Cycle Drivers For SPY and Bitcoin
Interest Rate and FX Strategy: Dollar Risks, Crude Volatility, and Eurozone Liquidity
They sold everyone a lie and then became the new establishment
What If You’ve Been Looking At Bitcoin Completely Wrong? LIVESTREAM
The imminent devaluation of the Yen and its impact on your portfolio
Week Ahead, Liquidity, And Macro Livestream
Regime Shift In Japan: The Melt Up Before The Crash
Macro Report: Japan’s Policy Is Setting The Stage For The Next Crash
Equity Strategy: Bitcoin & Equities: Late‑Stage Melt‑Up or Crash Setup?
Interest Rate & FX Strategy: Macro Opportunity
Interest Rate & FX Strategy: The Hidden Structure Behind Dollar Weakness