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Dirty Dozen
Long Pull Report
This Infinite Game
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The Destination That Pulls You Forward
Plus, a rip-roaring rally
Apr 18
•
Mike Gyulai
9
1
RISING STAGFLATION ODDS…
The market gave us a bottom. Now it needs to prove it wasn't a trap.
Apr 13
•
Alex Barrow
10
1
Still, Not Numb
Plus, Russell at a critical juncture
Apr 11
•
Mike Gyulai
10
1
GREEN LIGHTS, RED FLAGS…
No capitulation, no clean setups, and a cyclical top increasingly on the table.
Apr 6
•
Alex Barrow
18
2
The Part of You That Knows
Plus, pockets of relative strength
Apr 4
•
Mike Gyulai
14
2
March 2026
TOPS ARE PROCESSES…
No capitulation, no clean setups, and a cyclical top increasingly on the table.
Mar 30
•
Alex Barrow
11
1
Can't Look Foolish
Plus, measured move targets in tech
Mar 28
•
Mike Gyulai
15
2
NO SAFEHAVENS…
Still no signs of a bottom. Hold cash and go fishing…
Mar 23
•
Alex Barrow
12
Where Freedom Actually Lives
Plus, building a commodities playbook
Mar 21
•
Mike Gyulai
14
Iran in the Crosshairs: The Situation Three Weeks In…
A follow-up conversation with Mr. X, former US intelligence officer
Mar 21
•
Alex Barrow
11
Paradigm Shift, Meet Complacency…
Summary: The weight of evidence favors more downside near-term.
Mar 16
•
Alex Barrow
10
1
Paradigm Shift, Meet Complacency…
Liquidity is deteriorating, margin is stretched, and the BTD crowd hasn't gotten the memo yet.
Mar 16
•
Alex Barrow
7
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