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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
1
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
4
2
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 the daily noise, liquidity conditions continue to provide one of the clearest signals for Bitcoin's medium term…
Jul 22
•
Miad Kasravi
4
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
What's in store for US Dollar in H2?
US dollar has a large move ahead while Central Banks are playing defensive.
Jun 3
•
Miad Kasravi
and
Pheneck
7
1
5
May 2026
Market Situation Report: The Liquidity Endgame (Global Access)
Dixie’s Coiled Spring, Gold’s 1980 Echo, and the Chip Bubble’s Final Hurrah
May 19
•
Pheneck
8
4
Market Situation Report: Bubble Territory Unleashed
AI Mania and Bitcoin’s Silent Accumulation
May 13
•
Pheneck
2
2
The Hidden Hand: Two Central Banks, a Capped Dollar, and the NFP Tell That Could Unmask Them All
Predicting the NFP reaction from Central Bank flows.
May 7
•
Pheneck
and
Miad Kasravi
3
1
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