Garrett's Signal
GarrettMacro & digital asset research. Cross-market signal verification. Framework-driven. \ud83d\udce9 https://garrettsignal.com
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 34 | Founded | 4 months ago | Last Issue | 6 days ago |
| Active | |||||
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garrettsignal.comLatest Issues
Weekly Signal Playbook · Jun 11, 2026 — The Drain Arrived Early
The market dropped right after we warned about the drain last Thursday. Gold and silver are also dipping as we have been bearish for weeks. What's next?
The market dropped right after we warned about the drain last Thursday. Gold and silve...
The AI Boom Has a SoftBank Problem
Token spending is rolling over. SoftBank is sitting on $160 billion of debt. And this week's calendar may light the fuse.
On June 9, macro strategist Andreas Steno Larsen posted a chart with one line of commentary: this is the chart everyo...
Weekly Signal Playbook · Jun 4, 2026
The Broadcom pullback isn’t a capex bust. Careful about the upcoming mega-IPO liquidity drain. The concentration itself is the biggest risk.
- What Changed This Week
When ETF Outflows Aren't Selling: The IBIT Premium Paradox
Something doesn’t add up in the iShares Bitcoin Trust (IBIT).
Something doesn’t add up in the iShares Bitcoin Trust (IBIT). For days now, the fund has printed steady net outflows. The reflexive headline writes itself: institutions are head...
The Iran War, A Reflection: Three Months of a Closed Hormuz
1. Hormuz has no solution
From day one of the war, we kept mentioning the duration has not been priced in. Hormuz got locked down by Iran's cheap, asymmetric weapons and the global shipping insurance system. Looking back, the framework...
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Authors
The writers behind this newsletter.
Macro & digital asset research built on cross-market verification, institutional-grade frameworks, and built-in accountability — every call comes with an invalidation condition. Global macro, rates, FX, energy, crypto. No news. No noise. Just signal.
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