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Top 10 Surprises 2026 Reviewed
7/10.
12 hrs ago
48:50
Macro Risk Indicator turns neutral from “Risk-On” => balanced allocations
Cyclical Asset Allocation
Nov 5
7
Join us in NY - Nov 11
Drinks and Debate: The Sovereign Impossible Trinity
Nov 4
4
Hawks vs Buyable Dips
Join us in NY on Nov 11.
Nov 3
6
23:48
October 2026
Brazil: Lula’s Shock Win Adds Risk Premium
History Says Buy the Dip
Oct 29
6
Fed Hike Signals Transition to Late-Cycle Environment
US Growth: Steady Outlook
Oct 15
7
1
Hiking into weaker growth
Oct G3 Leading Indicator Watch
Oct 12
11
26:49
AI Bubble Watch
Equity breadth weakening, watching the Cisco/Sycamore/Juniper analogs
Oct 8
14
3
1
Lower Margin of Safety
Oct. Macro Snapshot
Oct 6
16
38:41
September 2026
Housing Headwinds to Restrain Hawkish Pricing
Sep. EM/DM Leading Indicator Watch
Sep 27
12
27:44
Growth softer, tails wider - Sep. G3 Leading Indicator Watch
Weekly Wrap - 11 September 2026
Sep 14
6
1
Politics Trumps Economics - Macro Snapshot (Sep 2)
VP Weekly Wrap - 4th September 2026
Sep 6
8
1
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