
Exploring the Strongest Secular Trends from Peak to Trough.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 33 | Founded | 2 years ago | Last Issue | 7 months ago |
| Active | |||||

To be very clear, this is a NOT an article about calling a top, or even about the end being next Tuesday.
Quite the contrary, as I’ve been consistently bullish, giving a clear bottom the night before the APRIL lows, as seen pinned to m...
Market leadership always rotates. As Tech stocks are priced for growth that doesn’t exist, we can remember Technology is deflationary, and Cycles even when lengthy are Cycles.
Look at the top 35 mark...
While markets are obsessing over AI stocks and rate cuts, the biggest asset revaluation opportunity in North America is hiding in plain sight: Canadian oil sands.
Not because oil’s going to $200.
Because these 40+ year assets are being va...
While the masses are watching for NVDA or QQQ or SPX to hit another marginal high, the Russell 2000 just delivered its most significant technical s...
The rare earth revolution is here, and it’s not coming from the markets—it’s being directed by Washington.
When the US government starts writing nine-figure checks to counter China’s mineral monopoly, smart money pays attenti...
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The writers behind this newsletter.
Focusing on Sector Rotation in the strongest Asymmetric Secular Trends. Foreign > US Materials/ Energy > Tech Value > Growth Small > Large
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