Independent Investment Newsletter: The Market, Deciphered.

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USA Strategy Report – Mid October 2026
United StatesMacroEquitiesResearch

USA Strategy Report – Mid October 2026

Why This Is a Fragile Top, Not a YellowLight Bull Dear Client, This month's strategy report reassesses where the US market sits in the cycle. The S&P 500 remain…

25 Oct 2026
US Private Credit Under Significant Stress
MacroUnited States

US Private Credit Under Significant Stress

Redemption Gates and Hidden Data Center Debt Dear Client, The private credit landscape in the U.S. is showing significant stress, with two interwoven fault line…

4 Oct 2026

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