Follow The Incentive
Policy → Liquidity → Incentives → Capital Flows Data over narratives. Conditional analysis, not predictions.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 66 | Founded | 6 months ago | Last Issue | 3 days ago |
| Active | |||||
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followtheincentive.substack.comLatest Issues
Sunday Signals with FTI
The Week Ahead
The MOU is suspended. 17 US service members are now confirmed dead since the war restarted. Iran’s advisor warned that continued US strikes within “2-3 days” would trigger what he called “full-scale invasion and annihilation...
Iran and America Are Both Charging Tolls Now
Here is what that means for oil, gold, and our portfolios
This is what the conflict has become:
Sunday Signals with FTI
The Week Ahead
The ceasefire is officially over. Trump declared it dead Wednesday after Iran struck three commercial vessels in the Strait. The US answered with strikes on six Iranian cities.
Markets shrugged all of it off. The VIX closed...
The Memo Is Dead. The War Is Not Over.
Three weeks after signing, we are back at the beginning.
FTI | July 9, 2026
Sunday Signals with FTI
The Week Ahead
Q2 closed as the best quarter for equities since 2020. Then AI stocks wobbled the same week.
Two things are true at once:
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Oil below $70 removes the inflation driver that forced Warsh’s hawkish debut in June.
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Bro...
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Policy → Liquidity → Incentives → Capital Flows Conditional analysis, not predictions
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