Macro & Metals2026 looks like 1972. What came nextThe 54-year cycle suggests a new wave of inflation. What do interest rates, oil, and history tell us?Cristian ChifoiOctober 18, 2026
Macro & Metals80 years of shmita, by the numbers12 cycles show the same pattern: the year before Shmita has always been positive for the S&PCristian ChifoiOctober 4, 2026
Macro & MetalsThe Fed hiked rates. Here's why it doesn't scare meThe Fed raises rates, but history suggests opportunities may shift toward small-cap companies.Cristian ChifoiSeptember 20, 2026
Macro & MetalsThe math for a rate cutUS03M remains above the cut threshold, while liquidity is already signaling something different.Cristian ChifoiSeptember 6, 2026
Macro & MetalsWhat links the $40 trillion debt milestone to the Fed's balance sheetHow Fed liquidity, oil and the $40T debt milestone point to the same macro shiftCristian ChifoiAugust 19, 2026
Macro & MetalsA Weak Fall, Not a RecessionWhy weakness this fall doesn’t necessarily mean a recession and which macro signals actually matterCristian ChifoiJuly 29, 2026
