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Key Charts & NEW Positions.
Plus — A Special Thematic Update.
20 hrs ago • 
Macro Charts
Ready for Launch.
A big window of opportunity.
Nov 9 • 
Macro Charts
Updated Key Charts & Market Commentary.
New Signals, Themes, and TOP Setups.
Nov 6 • 
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Two Laps To Go.
The last great opportunity of 2025?
Nov 2 • 
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Key Stock Charts & NEW Positions.
Plus: New Signals and Themes.
Oct 30 • 
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The Most Important Chart in the Stock Market.
The biggest potential regime shift in years.
Oct 26 • 
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Deleveraging.
A discussion on Positioning and Market RISKS.
Oct 23 • 
Macro Charts
Get Ready for a Major Turn.
Have a plan, and be ready (soon).
Oct 19 • 
Macro Charts
Macro Charts
Macro Charts
30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.
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