YouTube video published on 2026/05/05 This weekly briefing is also available in podcast formats on your favorite platforms (Spotify, Apple Podcasts, etc.). Summary We are currently witnessing a historic divergence between a euphoric stock market and a deteriorating real economy. While major indices like the S&P 500 hover near all-time highs, technical indicators are flashing warnings last seen during the 1929 Great Depression and the 2000 dot-com bubble. This "Wile E. Coyote"

Right now, the market is not easy to navigate. The price action over the past few weeks has become increasingly unusual and untethered from reality. This is typically what we see at the top (max confusion), and most of my indicators still point in that direction For instance, the market is showing a return of euphoria, meme stock mania, and a level of complacency that feels eerily similar to the setups before the 2000, 2008, and 2020 crashes (respectively). Another data point

Note 1 (april 19th) : I'm a bit under the weather this weekend, so there won't be a full analysis video. But I still wanted to give you a quick update to explain what happened, why it happened, and the probabilities going forward. Timing-wise, I also wanted to remind you that this new high could offer a breakeven exit for those who regretted staying invested during the recent low. Especially when you consider that this spectacular bounce we just saw on the SP500 is a statisti

Note : I sent the following market alert to my free mailing list yesterday (April 15th 2026). If you want to receive these timely, actionable insights straight to your inbox, make sure to join the list at the bottom of this page so you don't miss the next one. The Alert: The exceptional rebound we have seen over the last two weeks on the S&P 500 (which I anticipated, even if it slightly exceeded my target) is not built on solid foundations. So, even though the price of the S&

YouTube video published on 2026/04/11 This weekly briefing is also available in podcast formats on your favorite platforms (Spotify, Apple Podcasts, etc.) . Summary This video briefing discusses a warning signal from the Fed regarding the growing exposure of major US banks to private lending, as highlighted by a recent Bloomberg headline. Jamie Dimon's concerns about potential private equity losses and the broader implications for leveraged finance are also examined. We analy