Core CPI holds steady while Headline CPI was dragged down by falling energy
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allocation
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Jul 9, 2026
Positioning for the Overheat
The economy is not late. It is hot. On the Investment Clock the hand sits in the overheat quadrant, where growth runs solid and inflation runs right alongside it. That combination decides how capital gets deployed in the second half.
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macro & strategy
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Jul 2, 2026
Explode Something Responsibly
Find some shaded hug some people you like; explode something responsibly. Happy Fourth.
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macro & strategy
Members
Jun 30, 2026
Profits Don't Know They're Old
Q2 earnings season kicks off in two weeks. Here's what's unusual: analysts have been raising estimates into quarter-end. This earnings cycle is accelerating as it ages
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