Ace’s Death

Where is everything going?

Oct 16 • Miad Kasravi and Pheneck

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September 2026

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

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BUYING RISK

FED-CPI-RATES-DOLLAR-GOLD-BITCOIN

Sep 11 • Miad Kasravi and Pheneck

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August 2026

What is Driving the Dollar Weakness?

It is not the Treasury, yet.

Aug 27 • Miad Kasravi and Pheneck

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The Final Innings: A 2013 Fractal and the Nvidia Earnings Clock

MARKET SITUATION REPORT

Aug 13 • Pheneck and Miad Kasravi

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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

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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

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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

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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

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What Market-Based Liquidity Says About Bitcoin's Next Move

What's next for Bitcoin beyond Q3

Jul 22 • Miad Kasravi

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The Ai Bubble

The Last Time This Chart Hit 3, the Nasdaq Lost 80%

Jul 7 • Miad Kasravi

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2 Samurais Have Fallen. Is a Third Next?

The 10 Year Trend upon us

Jul 4 • Miad Kasravi

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