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Rigorous market commentary and macro analysis — free to read, always independent.

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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

EducationResearch

The Master's Toolkit

The Best Trading Disciplines from Ten Great Books Dear Client, Over the past weeks, we have walked through ten of the most important investment books ever writt…

20 Sept 2026