Global View
Super Week Delivered. Nobody Blinked.
Five Central Banks Held, the Rotation Died, and Brent Hit $116
Newsletter
Global View
When the Bombs Hit the Gas Fields
Gold’s $500 Crash, $119 Oil, and a Fed Frozen in Place
Macro Observations
The Strait, the Yen, and the Unwind Nobody Sees Coming
Oil Priced in Yen Is the Real Tail Risk — and Japan’s Political Class Is Asleep at the Wheel
Weekly Signals
Defensive Tide Rising
Three of four signals favor safety. The S&P 500 has broken its 200-day moving average — and the lone Risk-On reading is gold's crash, not improving fundamentals.
Newsletter
The Fed Just Spoke. Now Hear What They Won't Tell You.
Jay Hatfield on why real inflation is already at 1.9%, the oil shock timeline, and where the S&P 500 is headed — TODAY at 1 PM ET
Newsletter
The Fed Is Making Policy on Phantom Inflation — Here’s the Proof
Post-Fed webinar with Infrastructure Capital on broken inflation data, private credit panic, and the mid-April setup
Newsletter
Tuesday in Vegas — Join Me and GraniteShares at Kassi Beach House
Exchange 2026 is here. If you’re an advisor in Las Vegas, there’s one event this week you don’t want to miss.
Newsletter
I Will Not Relent
A Foreword to the Third Edition of Intermarket Analysis and Investing
High Yield Spotlight
This 9% Yielder Gives You Databricks, Anthropic, And ByteDance At A 12% Discount
But 38% In Private Holdings Means You're Trusting BlackRock's Marks
Newsletter
One Year of Signals: The Track Record
--- I started publishing The Lead-Lag Report because I believed intermarket analysis was the most underused edge in investing. Most people watch the S&P 500 and react. The signal framework watches everything else—and positions ahead of time. One year in, here's the data. THE SIGNAL
Newsletter
What You're Missing Every Week
THE FREE VERSION Every week, The Lead-Lag Report delivers macro analysis and intermarket context to your inbox. If you're a free subscriber, you see roughly half of each report—the big picture view, the framework, and the directional thesis. That alone puts you ahead of most investors
Newsletter
I'll Be at Exchange 2026 in Las Vegas — Let's Connect
March 15-18 at the Virgin Hotels. If you're an advisor attending, there's something extra you should know about.