Macro Observations
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Macro Observations
Why I'm pushing the annual plan tonight
Quick note - and the only one I'll send like this. The Lead-Lag Report has two paid options: Monthly: $39/month - which is $468/year if you stay on it. Annual: $320/year - a flat $148 less than the monthly plan annualized. If you've been reading
Global View
The 8-4 Vote and the ¥5.4 Trillion Lie.
A Fed Divided Like It’s 1992, A Yen Defense That Cost 7% of FX Reserves, and Records Built on Borrowed Time
Macro Observations
Last call -- and the math on going annual
This is the last email in this sequence, so I’ll be straightforward. You’ve been reading the free version of this newsletter, which means you understand the intermarket framework, you follow the macro narrative, and you’ve seen enough to know the analysis is serious. If it weren’t,
Leaders-Laggards
Intel's Comeback, the Semis ATH, and Tech Stands Alone
Trump Cancels Pakistan Talks, Big Tech Earnings Loom, S&P Notches Ninth Record of 2026 — But Five of Eleven Sectors Are Already Lower
Macro Observations
Mid-week signals check: Gold backs off the Risk-Off flip
The Lumber/Gold signal that flipped on Monday is already getting tested. Here is what changed.
Newsletter
TODAY: Free CE Credit: Beyond Bonds, the 4% Rule, and Covered Call ETFs (Apr 30)
1.0 CFP CE credit. Free. Live panel with Tuttle Capital on April 30
Newsletter
TOMORROW: Free CE Credit: Beyond Bonds, the 4% Rule, and Covered Call ETFs (Apr 30)
1.0 CFP CE credit. Free. Live panel with Tuttle Capital on April 30
Newsletter
Free CE Credit: Beyond Bonds, the 4% Rule, and Covered Call ETFs (Apr 30)
1.0 CFP CE credit. Free. Live panel with Tuttle Capital on April 30
Weekly Signals
Full Risk-On
All four intermarket signals agree: offense is the play. Trend, rotation, and commodities all aligned.
Macro Observations
The Credit-Equity Divergence: What 285 Basis Points Is Telling You That 7,000 Isn't
The S&P 500 just crossed a round number. Corporate credit already told you how this ends. Stop watching the wrong market.
Macro Observations
Here's what this week's signal table looks like
I want to show you something. Every week, paid subscribers receive a signal dashboard that looks roughly like this: Signal | Trend (13-Week) | Current Reading Lumber / Gold | Up | Strong Copper / Gold | Up | Strong High Yield / Treasuries | Up | Strong Utilities / S&P 500 | Up | Strong Composite | Up | Strong You can