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Dirty Dozen
Long Pull Report
This Infinite Game
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Running Tense
Plus, energy with the baton
Sep 5
•
Mike Gyulai
5
1
EXPECT A SHAKEOUT. OWN THE BREAKOUT…
Equities look set for some near-term weakness while Ags are on the run…
Sep 1
•
Alex Barrow
12
1
August 2026
Fighting Who You’ve Become
Plus, agricultural commodities on a tear
Aug 29
•
Mike Gyulai
8
A MULTI-DECADE BREAKOUT…
The setup: a 30-year coil, a historic El Niño, and a market that isn't pricing either."
Aug 24
•
Alex Barrow
15
Which Cry Is Which
Plus, a commodities supercycle
Aug 22
•
Mike Gyulai
17
1
BULL VOL AND A BIBLICAL EL NINO
Regime check, breadth check, and the trade behind a once-in-200-year weather event
Aug 17
•
Alex Barrow
13
Rest Hard
Plus, retests pay out
Aug 15
•
Mike Gyulai
14
A RUNAWAY RALLY?
The evidence points towards a parabolic run…
Aug 10
•
Alex Barrow
11
The Hundred Minutes
Plus, the antidote to FOMO
Aug 8
•
Mike Gyulai
15
IT’S ON IN BONDS!
Finally the long end is breaking…
Aug 3
•
Alex Barrow
11
1
Befriending the Unknown
Plus, shifting expectations in futures
Aug 1
•
Mike Gyulai
6
1
July 2026
A DETERIORATING PICTURE…
Diverging internals, widening credit spread, rising inflation vol…
Jul 27
•
Alex Barrow
14
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