Signals
Most people wait for confirmation.
We look earlier than that.
A signal is not a trade. It is an early interpretation of reality — a shift in inflation, a liquidity change, a geopolitical disruption — before the mainstream narrative catches up.
Macro Signals
Inflation, interest rates, liquidity cycles, debt dynamics. The structural forces that move everything else.
Market Signals
Positioning, sentiment, capital flows. What markets are pricing in — and where the mismatch is.
Event Signals
Geopolitical disruptions, policy shifts, earnings shocks. Real-world events run through the macro framework.
Macro Signals
6 min read
The Sunday Setup | 12 April 2026
Markets priced a clean path this week. Cooling inflation, stable energy, gradual softening. Reality is less certain. Here is the setup to watch.
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Event Signals
5 minute read
The 'Everything's Fine' Number That Isn't Really Fine
CPI hit forecasts exactly this morning. Markets exhaled. Here's why that exhale may be premature.
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