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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

GLOBAL MACRO STRATEGY REPORT

Market Insights

Andy Krieger Answers Readers' Questions

The Triumph of Narrative Over Reality
Market Insights

The Triumph of Narrative Over Reality

Failed Negotiations In Islamabad Were Almost Inevitable
Market Insights

Failed Negotiations In Islamabad Were Almost Inevitable

The Mystery of the S&P500 Resilience – Will It Persist?
Market Insights

The Mystery of the S&P500 Resilience – Will It Persist?

Market Nervousness Sets In – Is Stagflation On the Way?
Market Insights

Market Nervousness Sets In – Is Stagflation On the Way?

Operation Epic Confusion
Market Insights

Operation Epic Confusion

Market Stress Report: Structural Weakening, Volatility Dislocation, and the Rising Risk of a Global Air Pocket Decline
Market Insights

Market Stress Report: Structural Weakening, Volatility Dislocation, and the Rising Risk of a Global Air Pocket Decline

Market Insights

Special Report Part 2: S&P 500 Analysis, by Imre Gams

SPECIAL REPORT (Sunday Afternoon March 8, 2026) THE HORMUZ SHOCK: MARKETS, MACRO, AND THE GEOPOLITICAL BREAKPOINT
Market Insights

SPECIAL REPORT (Sunday Afternoon March 8, 2026) THE HORMUZ SHOCK: MARKETS, MACRO, AND THE GEOPOLITICAL BREAKPOINT

Market Insights

Reminder: New Pricing Goes Into Effect on Monday

How We Are Adapting Our Trading to the Ever-shifting Policies from Washington
Market Insights

How We Are Adapting Our Trading to the Ever-shifting Policies from Washington

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