Macro Ops Research

Macro Ops Research

Home
Dirty Dozen
Long Pull Report
This Infinite Game
Archive
About
The Destination That Pulls You Forward
Plus, a rip-roaring rally
Apr 18 • Mike Gyulai
RISING STAGFLATION ODDS…
The market gave us a bottom. Now it needs to prove it wasn't a trap.
Apr 13 • Alex Barrow
Still, Not Numb
Plus, Russell at a critical juncture
Apr 11 • Mike Gyulai
GREEN LIGHTS, RED FLAGS…
No capitulation, no clean setups, and a cyclical top increasingly on the table.
Apr 6 • Alex Barrow
The Part of You That Knows
Plus, pockets of relative strength
Apr 4 • Mike Gyulai

March 2026

TOPS ARE PROCESSES…
No capitulation, no clean setups, and a cyclical top increasingly on the table.
Mar 30 • Alex Barrow
Can't Look Foolish
Plus, measured move targets in tech
Mar 28 • Mike Gyulai
NO SAFEHAVENS…
Still no signs of a bottom. Hold cash and go fishing…
Mar 23 • Alex Barrow
Where Freedom Actually Lives
Plus, building a commodities playbook
Mar 21 • Mike Gyulai
Iran in the Crosshairs: The Situation Three Weeks In…
A follow-up conversation with Mr. X, former US intelligence officer
Mar 21 • Alex Barrow
Paradigm Shift, Meet Complacency…
Summary: The weight of evidence favors more downside near-term.
Mar 16 • Alex Barrow
Paradigm Shift, Meet Complacency…
Liquidity is deteriorating, margin is stretched, and the BTD crowd hasn't gotten the memo yet.
Mar 16 • Alex Barrow
© 2026 Foundation Alpha · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture