Market Insights
Market Insights
Here you’ll find every Thoughts on the Market article from 2025 through to the present day — for paid subscribers only.
Market Insights
Iran, Inflation, and the Discipline of Reading Through Noise
Market Insights
On Kevin Warsh, Inflation, and the Markets
Market Insights
A Thought Experiment on Equity-Market Concentration: What Happens If Equities Fall 35%?
Market Insights
The Iran Deal Changes Everything – Or Does It?
Market Insights
Bitcoin Is Sending Us A Very Loud Warning – Is Anyone Listening?
Market Insights
THE IRAN DELAY STRATEGY: A Scenario Analysis of Maximum Geopolitical Pain
Market Insights
Special Report: AUD/NZD — STRUCTURAL SHORT OPPORTUNITY: Major Policy Shift Coupled With Multi-Year Fibonacci Resistance Triggers Medium-Term Reversal Setup
Market Insights
THE MOST GLARING DISCONNECT IN MARKETS RIGHT NOW
Market Insights
GLOBAL MACRO CRISIS REPORT: Fiscal Deterioration, Political Instability, and Currency Implications
Market Insights
Special Update: May 13, 2026
Market Insights