Category

Trading Framework

How to weight everything above into an actual bias — a repeatable system for turning macro data into a trading decision.

The 50/30/20 Framework

Monetary policy, growth, and structural health don't deserve equal attention — and their weight shifts the moment the Fed's priorities do. Leading → 02

Predicting the Economy

A step-by-step hierarchy for reading leading data before the lagging headline — GDP, NFP, and CPI — confirms what you already saw coming. Leading → 03

Seasonality Patterns

Seasonal adjustment breaks in predictable months, and gold, the dollar, and equities each follow recurring annual flows worth knowing. Leading → 04

The Credit Market

The Fed sets one overnight rate — supply and demand set everything else. Knowing which curve moved tells you what the economy is actually doing. Leading → 05

The Commodity Control Cycle

Reshoring, then a deliberate glut, then a shakeout, then a chokepoint — four phases, where two of them demand opposite trades. Leading →