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THE TIME TO RISK IT ALL
Hyperscaler CapEx is expected to surpass what the United States spends on the military for the entire financial year
Sep 29
•
Miad Kasravi
and
Pheneck
2
2
BUYING RISK
FED-CPI-RATES-DOLLAR-GOLD-BITCOIN
Sep 11
•
Miad Kasravi
and
Pheneck
2
1
August 2026
What is Driving the Dollar Weakness?
It is not the Treasury, yet.
Aug 27
•
Miad Kasravi
and
Pheneck
3
2
The Final Innings: A 2013 Fractal and the Nvidia Earnings Clock
MARKET SITUATION REPORT
Aug 13
•
Pheneck
and
Miad Kasravi
1
3
The Most Important Signal Isn’t the Intervention. It’s Why They Chose to Intervene.
Markets have an irritating habit of making fools of those searching for perfect historical analogies.
Aug 7
•
Miad Kasravi
and
Pheneck
4
2
2
The MAGS Squeeze Before the Correction
Amazon is showing the way. Google and Nvidia have not played catch-up yet, and the MAGS-heavy XLK has already printed the upside trigger before the…
Aug 5
•
Pheneck
and
Miad Kasravi
6
3
July 2026
The FOMC Reversal and the Hyperscaler Catch-Up Trade
The market has produced its first credible reversal since my NASDAQ stop-out. Confirmation now depends on Nikkei, the S&P 500 and big-tech earnings…
Jul 31
•
Pheneck
and
Miad Kasravi
2
3
Gold Is Down 28% From Its Peak. We See It Bottoming at $3,500
Gold May Need One More Washout Before the Next Leg Higher
Jul 29
•
Miad Kasravi
4
1
What Market-Based Liquidity Says About Bitcoin's Next Move
What's next for Bitcoin beyond Q3
Jul 22
•
Miad Kasravi
5
3
The Ai Bubble
The Last Time This Chart Hit 3, the Nasdaq Lost 80%
Jul 7
•
Miad Kasravi
2
1
2 Samurais Have Fallen. Is a Third Next?
The 10 Year Trend upon us
Jul 4
•
Miad Kasravi
8
3
June 2026
A Change Of Behaviour
I think of the market as a system: a hierarchy of interconnected behaviours and forces that change over time.
Jun 21
•
Miad Kasravi
and
Pheneck
7
2
3
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