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February 2026 RS Inflection Report
The most actionable thematic setups heading into March (Collective-only)
Mar 11
•
Brandon Beylo
6
The Trader Who Wasn’t
An investor drowning in trader guilt
Mar 11
•
Mike Gyulai
10
2
Iran in the Crosshairs: An Intelligence Assessment
A conversation with Mr. X, former US intelligence officer
Mar 9
•
Macro Ops
29
2
3
DEFLATIONARY AI MEETS COMMODITY BULL…
Summary: Sentiment and positioning continue to slowly reset, though we’re still well above washout-level readings.
Mar 9
•
Macro Ops
12
When markets move on violence
Plus, an equity cleansing and oil gusher
Mar 7
•
Mike Gyulai
14
1
RECORD LONGS, RECORD WRONG…
Summary: Sentiment and positioning are slowly resetting — but they still have a ways to go before we can call it a true reset.
Mar 2
•
Macro Ops
14
February 2026
When trading platforms evaporate
Plus, how narratives form in major trends
Feb 28
•
Mike Gyulai
9
1
FALLING KNIVES, BLOODIED HANDS...
Summary: The market is sending two different signals depending on where you look.
Feb 23
•
Macro Ops
17
2
Execute with a racing heart
Plus, what individual stocks are saying about the market right now
Feb 21
•
Mike Gyulai
12
1
RAIL STOCKS REVVING UP…
Summary: The MO portfolio currently sits 3% below its YTD peak of 38.6%.
Feb 16
•
Macro Ops
8
1
What trading math doesn't account for
Plus, a launch pad liftoff in Dominion Energy
Feb 14
•
Mike Gyulai
7
1
Africa Is The Next Middle East
Critical Minerals Are The New Oil
Feb 13
•
Brandon Beylo
20
1
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