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Macro Updates
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PODCAST
Tactical Edge – Episode #3

Tactical Edge – Episode #3

11-13-25
Tactical Edge – Episode #2

Tactical Edge – Episode #2

10-28-25
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Tactical Wealth Management

@Tacticalwm November 17

Despite recent choppiness in the precious metals complex and uranium sector, the FANG 2.0 ratio versus the NASDAQ 100 remains...

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Tactical Wealth Management

@Tacticalwm November 16

The semiconductor-to-global-stock-market ratio has seemingly formed a second top in recent trading sessions. With a deluge of data due next...

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Tactical Wealth Management

@Tacticalwm November 14

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Tactical Wealth Management

@Tacticalwm November 03

Structurally repressed interest rates may be forcing some to reluctantly play a game of musical chairs (see below), as the...

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