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The Breakout Heard Round The World
Jan 18 • Macro Charts
SHORT NOTES: 1/16/2026
Commodities, China, Tech Earnings, and Expectations.
Jan 16 • Macro Charts
2026 Framework — NEW Thematic Longs
Part Four of our New Series.
Jan 15 • Macro Charts
2026 Framework — THE #1 QUESTION.
Part Three of our New Series.
Jan 13 • Macro Charts
2026 Framework — "CHART OF THE YEAR"
Part Two of our New Series.
Jan 11 • Macro Charts
2026 Framework — INTRODUCTION
A NEW SERIES with our complete signal framework for 2026.
Jan 9 • Macro Charts
The Spark of Opportunity.
The most important charts I'm watching.
Jan 8 • Macro Charts
Get Ready For A Major Change.
Updated Market Commentary and KEY Signals.
Dec 29, 2025 • Macro Charts
Macro Charts
Macro Charts
30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.
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Capital Flows
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Capital Flows

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