More than 10,000 people pay for this newsletter every month.
A meaningful portion of them are financial advisors, portfolio managers, and institutional allocators. These are not people who pay for content casually. They’ve decided the intermarket signal framework here is worth incorporating into their process.
Here’s what they see every week that you don’t:
The Weekly Signals Dashboard — four proprietary intermarket ratios (Lumber/Gold, Copper/Gold, High Yield/Treasuries, Utilities/S&P 500), each scored and updated weekly with a composite risk-on/risk-off reading
Leaders & Laggards Analysis — which sectors and asset classes are gaining and losing relative strength, and what the rotation implies
High Yield Spotlight — one specific high-yield opportunity each week where the risk/reward looks asymmetric
Global View — cross-border intermarket signals, including EM/DM flows and currency dynamics
Detailed Macro Observations — not just what’s happening, but the historical analog and what it’s meant for markets before
The most sophisticated readers in finance are paying for this research. The free version gives you the framework. The paid version tells you where the arrows are pointing right now.
— Michael