Before Its Obvious

On markets, financials, stablecoins, popular trades that are turning, and seeing things before they happen.

The summer solstice has come and gone. Days are getting shorter again, quietly, almost unnoticeably at first. Imperceptibly, things have shifted. Not in the Sun’s case, but in the markets, in momentum, in the mood beneath the surface. From easy to uncertain … from obvious to the kind of setups that are … well, not obvious.

If you do this long enough you start to understand the pattern. Cycles don’t announce themselves. They don’t crash in. They slip in sideways. One degree at a time. You don’t feel the change until it’s already here. Nature gets this. So do markets. Gradually, then suddenly.

I’ve been thinking a lot about humility lately. On what makes a great investor. On how grateful I feel to have earned the things I have, learned the lessons I have, and gained the friendships I have. This one is a a collection of what’s moving, what’s stalling, and what’s breaking through the noise. Banks. Stablecoins. Rates. Housing. Sentiment. Some of it is loud. Some of it is quiet. All of it matters … especially if you’re trying to have a strong second half of the year.

If you care about seeing the turn before it happens, read on. This is the one you’re looking for.