Newsletter
This one is going out short and direct, because the clock matters. If you are a financial advisor in or near Boston or New York and you can move your schedule, read this now. I am hosting two private events in two cities over the next 36 hours, and a
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Boston Wednesday (lunch and dinner). New York Thursday. The doors close on RSVPs end of day tomorrow.
Weekly Signals
Every intermarket signal flips to offense. Trend, rotation, commodities, and Treasury behavior all aligned on the same side.
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Hosting Rayliant Global Advisors and a major Asia-Pacific institutional partner. Limited seats across three exclusive events — RSVP by Tuesday.
Newsletter
KEY HIGHLIGHTS · **High yield credit spreads remain compressed**: the ICE BofA US High Yield OAS was **2.78% on 2026-05-04**.[2] Subscribe · **The Treasury curve is positive again**: the 10-year minus 2-year Treasury spread was **+0.50% on 2026-05-05**.[4] · **Inflation is not “gone,
High Yield Spotlight
Reaves Utility Income Fund is paying you $0.20/month to own the AI power trade.
Macro Observations
Weekend reading: 3 from the archive worth your time\n\nIf you missed these, they are worth saving for a quiet hour this weekend:\n\n1) Money in Motion - Today at Noon ET\nWhy it matters: the market regime shift shows up first in cross-asset leadership, not headlines.\nhttps:
Macro Observations
Newsletter
Today at 12 PM ET. One hour. No replay guaranteed. I’m hosting Greg Babij, Founder & CIO of Sundial, for a live conversation built for a very specific audience — investors with $5M+ portfolios who already know the traditional 60/40 isn’t going to do what it did the
Newsletter
KEY HIGHLIGHTS * The 10-year/2-year Treasury yield spread has normalized to +0.50% as of April 10, 2026 — ending the deepest and longest yield-curve inversion since the 1980s.[1] * ISM Manufacturing PMI reached 52.7 in March 2026, signaling that the industrial economy has crossed back into
Newsletter
Doors close in under 2 hours. At noon ET today I’m going live with Phil Toews and Eben Burr on the 351 Exchange — the cleanest, fully legal way to diversify a concentrated, low-basis equity position without writing a check to the IRS. CFP® professionals earn 1 CE Credit
Macro Observations