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Dirty Dozen
Long Pull Report
This Infinite Game
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TCTM RISK OFF SIGNAL FIRED…
Positioning reset, but deteriorating credit, points to an undecided…
Oct 19
•
Alex Barrow
9
The Red Spade
Plus, energy trounces equities
Oct 17
•
Mike Gyulai
9
1
ABOVE THE CHANNEL…
Do we go parabolic before we mean revert is the question…
Oct 12
•
Alex Barrow
9
Open Possibilities
Plus, unresolved tension in equities and energy
Oct 10
•
Mike Gyulai
10
1
The best commodity charts of 2026
Every one was once a chart in progress
Oct 6
•
Mike Gyulai
7
2
SIGNS OF A LATE CYCLE…
It’s all increasingly one trade, and that means…
Oct 5
•
Alex Barrow
9
Buried in Numbers
Plus, equities versus energy
Oct 3
•
Mike Gyulai
8
1
September 2026
CROWDED, FRAGILE, NOT DONE…
The AI narrative is crowded and fragile. Our tool says it has another 1–3 months.
Sep 28
•
Alex Barrow
16
1
2
Falling Behind
Plus, markets in motion
Sep 26
•
Mike Gyulai
10
1
THE LAST LEG OF THE BULL…
Why markets are breaking out into a new and final bull leg…
Sep 21
•
Macro Ops
11
1
What Force Cannot Find
Plus, and early bottom in crypto
Sep 19
•
Mike Gyulai
11
1
FULL EMPLOYMENT, MASSIVE DEFICITS…
Why this cycle has absorbed everything thrown at it, and what finally ends it.
Sep 14
•
Alex Barrow
14
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