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Weekly reports

Analysis, portfolio strategies and the psychology of money, in plain language.

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Weekly reports

Ethereum rebounds from its relative low against Bitcoin as ETFs see capital outflows.

The index is near its highs, but many stocks are already trading at a discount ahead of the elections.

Altcoins are falling harder than Bitcoin, but TOTALES remains in the cloud. Why does 2027 matter?

The 54-year cycle suggests a new wave of inflation. What do interest rates, oil, and history tell us?

CPI surprises again, and history shows what comes next after the Fed’s first rate hike

The weak season for altcoins is over, and liquidity is showing the first signs of recovery.

The S&P is at all-time highs, and historically, the best window of the year begins after October 26.

Three cycles align in 2028, and crypto has the most ground to make up by then.

12 cycles show the same pattern: the year before Shmita has always been positive for the S&P