YouTube video published on 2026/07/20 This monthly briefing (part 2 of 2) is also available in podcast formats on your favorite platforms (YouTube, Spotify, Apple Podcasts, etc.). Table of Content Executive Summary Video and Timestamps Visual Supports from Video Resources and Programs Executive Summary The next two weeks could be the most important of the summer for financial markets. Three major central banks will meet, most of the Magnificent Seven will report earnings, an

YouTube video published on 2026/07/14 This monthly briefing (part 1 of 2) is also available in podcast formats on your favorite platforms (YouTube, Spotify, Apple Podcasts, etc.). Table of Content Executive Summary Video and Timestamps Visual Supports from Video Resources and Programs Executive Summary Part 1: The Stock Market Rollover and the Coming Energy Squeeze Every single financial cycle contains a distinct moment where the structural market plumbing completely fracture

YouTube video published on 2026/06/20 This weekly briefing is also available in podcast formats on your favorite platforms (YouTube, Spotify, Apple Podcasts, etc.). Executive Summary The global financial system is showing increasingly evident signs of fragility, echoing in certain ways the monetary policy errors of 2008. Behind the storefront of reassuring official reports, a deep dive into private data highlights a very different reality. This summary breaks down the major i

YouTube video published on 2026/05/18 This weekly briefing is also available in podcast formats on your favorite platforms (YouTube, Spotify, Apple Podcasts, etc.). Executive Summary: Anatomy of a Mechanical Top The stock market is currently navigating an extreme phase of euphoria that demands rigorous investor vigilance. While the S&P 500 continues to string together new record highs, a deep dive into technical, macroeconomic, and mechanical indicators reveals a total and da

This monthly briefing is available in three formats . You will find the embedded video and the detailed text right here on this page, or you can listen to the audio podcast on your favorite platforms (Spotify, Apple Podcasts, etc.) . As a contrarian investor, the most dangerous phrase you can hear is, "Everything is fine." Right now, the mainstream financial media is cheering on resilient narratives and hoping for quick resolutions to global conflicts. But my pattern recognit

Executive Summary If you only looked at the S&P 500 closing prices in January, you might think the "Soft Landing" is secure. You would be wrong. Under the surface, the machinery that has driven this market (specifically unlimited AI financing, "strong" labor data, and the Yen carry trade) is fracturing. In the past 4 weeks, we witnessed three critical fractures: A "6-sigma" crash in Silver. A quiet implosion in Private Credit. The revelation that 1.2 million jobs reported by

So much has happened in the last 5 weeks that I initially planned a one-hour deep dive. But with geopolitical and economic events accelerating, I made an executive decision to pivot to an Executive Briefing format. Instead of a long lecture, I am giving you the critical signal you need right now to navigate what I call the "Wile E. Coyote" moment . Just like the cartoon character, the economy has run off the cliff. The legs are still spinning, the illusion of motion is there

Monthly Recap #1: October 3rd - November 13th 2025 INTRODUCTION Welcome to the first monthly recap, as announced in the Oct 15th blog and social media post. We’ll go over the key stories that mattered over the last six weeks, what they mean, and how they impact your money. My priority is to help you potentially avoid the type of stock market crashes that downgrade, delay, or outright cancel your retirement plans. SUMMARY It is not easy to see a major trend shift while being

A Shift in Strategy for Better Insights For those of you who have been following my weekly market recaps, thank you for your time and attention. I appreciate your support. As part of my commitment to providing the most effective and time-efficient insights, I'm making a strategic change to my content schedule. Moving forward, I will be shifting from a weekly recap to a more impactful, two-part model: a comprehensive monthly deep dive and ad-hoc "Signal Alerts." Why This Chang