Sitemap - 2026 - ORCA's predictions
Credit and vol buying signals are up.
Hot inflation, declining oil, and quarterly flows
We're entering a new era for the Fed.
Warsh's first FOMC coming up: what to expect?
Now that SpaceX is out there, let's move back to macro
Knocking on the ceiling, but nobody's home
Dashboard watch: Gold and sectoral rotations
Sell in May, and go away? Vol #345
Introducing ORCA's macro dashboard
Earnings galore: accelerating at greatest pace since post-COVID
Big week: FOMC & 5 Mag7 earnings
The market is telling us something. Don’t ignore it.
Flows are getting bullish again
Caught Between a War and a Hard Place
Game Theory of the Iran War & how to position
All eyes on the Iran war and oil prices
The SCOTUS tariff reset and the attack on Iran playbook
Institutionals are already repositioning
The Warsh Fed Pivot and the Precious Metal Reset
Grinding up ahead of FOMC and earnings
Tailwinds, Leverage, and the Q1 Trap