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Nik's Market Outlook

Nik

Once wrote a book about magic internet money.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues13Founded6 months agoLast Issue14 days ago
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Latest Issues

REGIME ROTATION: July 2026 - Positioning Update #2

June = Summer = No July Rebalancing

The regime model has confirmed June’s classification as SUMMER (or ‘Overheat’, Growth Up + Inflation Up), which means July continues to trade the SUMMER allocation. Growth is still running above trend...

14 days ago
2

Market Outlook #86

This blog references an opinion and is for entertainment and informational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.

In this 86th edition of the Market Outlook here...

20 days ago
3

Market Outlook #85

This blog references an opinion and is for entertainment and informational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.

In this 85th edition of the Market Outlook here...

a month ago
2

REGIME ROTATION: June 2026 - Launch & Positioning Update #1

Let’s just begin by saving you all some time and sharing the goods up front:

Yes, I built you a free dashboard to accompany the free strategy…

Unlock Regime Rotation

Growth accelerates. Inflation follows. Both slow. Then we wait. That cy...

2 months ago
33
4

Market Outlook #84

This blog references an opinion and is for entertainment and informational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.

In this 84th edition of the Market Outlook here...

2 months ago
2

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