Newsletter

Newsletter

Chaos & Conflict

Apr 1, 2026

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33 min read

Chaos & Conflict

Issue #172

Newsletter

Hormuz Deadlock

Mar 24, 2026

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36 min read

Hormuz Deadlock

Issue #171

Newsletter

Will Powell Break Us Out?

Mar 18, 2026

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10 min read

Will Powell Break Us Out?

Issue #170

Newsletter

World Liberty

Mar 11, 2026

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13 min read

World Liberty

Issue #169

Newsletter

War Time

Mar 3, 2026

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26 min read

War Time

Issue #168

Newsletter

Weekly Wizdom Mogs

Feb 25, 2026

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22 min read

Weekly Wizdom Mogs

Issue #167

Newsletter

Contrarian Bids

Feb 18, 2026

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25 min read

Contrarian Bids

Issue #166

Newsletter

Hyper Illiquid

Feb 11, 2026

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19 min read

Hyper Illiquid

Issue #165

Newsletter

Geoeconomics in Control or Charts?

Feb 4, 2026

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25 min read

Geoeconomics in Control or Charts?

Issue #164

Weekly Wizdom

Newsletter

Yearn for the Mines

Jan 27, 2026

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27 min read

Yearn for the Mines

Issue #163

Weekly Wizdom

Newsletter

Another Full Retrace

Jan 20, 2026

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27 min read

Another Full Retrace

Issue #162

Newsletter

Fake or Break

Jan 13, 2026

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24 min read

Fake or Break

Issue #161

Newsletter

Oil: Done. What Next?

Jan 6, 2026

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26 min read

Oil: Done. What Next?

Issue #160

Newsletter

Year Closed. Alpha Delivered.

Dec 23, 2025

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17 min read

Year Closed. Alpha Delivered.

Issue #159

Newsletter

Markets on Holiday. Alpha Still Printing.

Dec 16, 2025

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26 min read

Markets on Holiday. Alpha Still Printing.

Issue #158

Newsletter

Economic Uncertainty

Dec 10, 2025

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21 min read

Economic Uncertainty

Issue #157

Newsletter

Beneath the Bounce

Dec 3, 2025

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22 min read

Beneath the Bounce

Issue #156

Newsletter

Crash or Opportunity?

Nov 25, 2025

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30 min read

Crash or Opportunity?

Issue #155

Newsletter

McDonald's Calling

Nov 19, 2025

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32 min read

McDonald's Calling

Issue #154

Newsletter

Rally or Reckoning?

Nov 12, 2025

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24 min read

Rally or Reckoning?

Issue #153

Newsletter

Prepping for Winter

Nov 4, 2025

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26 min read

Prepping for Winter

Our outlook as markets brace for the cold

Newsletter

Powell in Control

Oct 29, 2025

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22 min read

Powell in Control

Issue #151

Newsletter

Beware of the Bear

Oct 22, 2025

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27 min read

Beware of the Bear

Issue #150

Newsletter

A Minor Shakeout

Oct 15, 2025

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25 min read

A Minor Shakeout

Issue #149

Newsletter

Bitcoin Breaks Records: A New All-Time High!

Oct 8, 2025

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6 min read

Bitcoin Breaks Records: A New All-Time High!

Issue #148