Market Notes

Market Notes

US Margin Debt Is at a Record and Rising Fast in 2026

Aug 4, 2026

Market Notes

The Yields-Up, Dollar-Down Signal Nobody Priced in 2026

Jul 31, 2026

Market Notes

Gold's Long Game Is Getting Louder. I'm Still Watching

Jul 16, 2026

Market Notes

The AI Bubble's Early Tripwires Are Already Flashing

Jul 8, 2026

Market Notes

China Isn't Banning Gold. It's Challenging the Paper Price

Jun 30, 2026

Market Notes

The Market Is Not Buying the Fed Pivot Yet. Here's Why

Jun 23, 2026

Market Notes

SpaceX's IPO Is a Liquidity Handoff, Not a Buy Signal

Jun 19, 2026

Market Notes

The Quiet Supercycle Setup Is Stealth Liquidity Now

Jun 18, 2026

Market Notes

The Fed's First Warsh Meeting Is a Liquidity Test

Jun 15, 2026

Market Notes

The Dollar's Second Life Is Being Built On Chain Now

Jun 12, 2026

Market Notes

Your Index Fund Is About to Buy SpaceX Whether You Want It To

Jun 9, 2026

Market Notes

The Dollar Trade Nobody’s Talking About in 2026

May 20, 2026