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Garrett's Signal

Garrett

Macro & digital asset research. Cross-market signal verification. Framework-driven. \ud83d\udce9 https://garrettsignal.com

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues42Founded6 months agoLast Issue6 days ago
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Latest Issues

Weekly Signal Playbook · Aug 6, 2026

Sell the Squeeze, Not the Cycle

  1. What Changed This Week
6 days ago
5
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Weekly Signal Playbook · Jul 30, 2026

Forced Sellers, Not Fading Demand

Last week we called memory ACCUMULATE while Korea was still smoking. This week Korea didn't stop burning — it accelerated. The Kospi fell 10.84% on Monday, then another 9.9% on Tuesday. Two consecutive cir...

13 days ago
4
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Weekly Signal Playbook · Jul 23, 2026

The Shovel Sellers' Hour

Last Thursday we flipped memory from TRIM to ACCUMULATE while the Korean leverage flush was still smoking. This week the market came around. Micron is trading near $1,000 in Thursday’s premarket, up 18% from Friday...

20 days ago
3
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Weekly Signal Playbook · Jul 16, 2026:

Memory Crashed on Leverage, Not on AI

Two weeks ago we said memory had peaked and the money was rotating into the hyperscalers and Apple. This week memory did more than cool off. It fell into a bear market, and everyone is asking whether t...

a month ago
3
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Weekly Signal Playbook · Jul 10, 2026

The Model Race Keeps AI Capex Climbing

Garrett’s Signal · Weekly Signal Playbook · July 10, 2026

a month ago
2
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  • Garrett

    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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