Technical Analysis Theory
#74 Complete Technical Set Up for the Home Builders Sector-Nov 26
A complete technical analysis covering all branches of technical study: trend, time, volume, mean reversion, and charting.
October 29, 2025
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Inter Market
#73 The Real Economy and the Markets
The flip side of the fiscal deficit is a constant injection of liquidity into the system. It’s the fiscal leg of monetary policy—and it depends on the administration in charge.
October 28, 2025
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Inter Market
#72 Liquidity and the Plumbing of the Monetary System
The system of liquidity injection and extraction in the real economy. Explained in a simple and understandable way.
October 22, 2025
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Inter Market
#71 Dot-com and G.F.C: similarities and differences with the current situation
The current situation: Similarities and differences with the GFC and the Dot-Com crisis.
October 14, 2025
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Macro economic Analysis
#70 The Residential Market
We seek to understand the relationship between the new and the existing home market—the different flows and inventories that shape both. We analyze how imbalances in one market affect the other.
October 5, 2025
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Inter Market
#69 PPI, Commodities and the Dollar
The PPI, Commodities and the Dollar are closely linked, shaping several key macro variables. We examine how this interaction impacts yields, particularly the 30-year yield, and inflation expectations.
October 5, 2025
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