I want to show you something.
Every week, paid subscribers receive a signal dashboard that looks roughly like this:
Signal | Trend (13-Week) | Current Reading
Lumber / Gold | Up | Strong
Copper / Gold | Up | Strong
High Yield / Treasuries | Up | Strong
Utilities / S&P 500 | Up | Strong
Composite | Up | Strong
You can see the framework. Four intermarket ratios, each tracked over a 13-week trend, each producing a directional reading that feeds into a composite signal.
What you can't see — because it's behind the paywall — is where the arrows are pointing right now. Whether the composite is reading risk-on or risk-off. Which individual signals are confirming each other and which are diverging. And what the historical distribution of forward returns looks like when the composite is at its current level.
That's the analysis that takes a macro narrative and turns it into something you can actually act on.
This week's full dashboard is live for paid subscribers. The readings are there. The allocation context is there. The framework is doing what it's designed to do.
You already understand how it works. Now you can see what it's saying.
— Michael