Everyone’s watching stocks…
But the real signal right now is the Dollar.
Sitting at a major decision point (100 + compression + equinox).
Next move likely drives everything.
↑ = risk off
↓ = final melt-up
Breakdown:
https://t.co/d07VSxbpT6
📷 Cycle Clue #5
Reports suggest the Melbourne Storm could be valued at around $160M, with multiple bidders—including global investors.
When capital is abundant, premium assets often attract premium prices.
One deal doesn't predict the future.
#NRL#Investing#MarketCycles
Cycle Clue #4
SpaceX has priced a $75B IPO—one of the largest public listings in history.
History shows blockbuster IPOs often arrive during periods of strong investor optimism and abundant capital.
One IPO doesn't predict the future.
I've just published a new Bitcoin case study.
It explains why I use the weekly chart and how the Evidence Trend System identifies long-term trends.
📈 Watch here: https://t.co/ou8KEe3XIW
Copper moved up the rankings in my Evidence Rotation Matrix, so I put the sector through my Evidence Trend System.
The results were interesting—different assets worked best on different timeframes.
That's why I prefer evidence over opinions.
https://t.co/DyWJlSNL2Y
Cycle Clue #3
BofA's Global Fund Manager Survey shows average cash levels have fallen to 3.6%.
Historically, low cash levels often reflect growing investor optimism.
One chart doesn't call a market top—but it's another piece of evidence to watch.
One of the questions I get asked most is how my Evidence Trend System (ETS) actually works.
So I recorded a real-world case study using Marathon Petroleum (MPC).
An 80%+ trend—not predicted, but identified.
📈 Watch here: https://t.co/MiNTzbPsrJ
📈 ETS Pulse | Week Ending 19 July 2026
🟢 22 Active Trends
🟢 9 New Uptrends This Week
🔴 6 Trends Ended
🏆 Strongest Open Trend: MPC (+81.3%)
Subscribers are emailed new trend signals whenever the evidence confirms a new uptrend or a trend has ended.
Cycle Clue #2 🧩
A US$10M football?
Maradona's 1986 World Cup match ball is heading to auction.
One auction doesn't call a market top—but record prices for trophy assets are often seen late in major cycles.
Passion, prestige or liquidity?
#CycleClue#Investing
🦖 A T-Rex just sold for A$72 million.
It's not about dinosaurs.
Record prices for rare trophy assets often appear during periods of strong optimism.
One headline isn't evidence. But it's another clue of where we are in the current 18.6 property cycle.
Copper is the standout this month.
My July Rotation Matrix shows:
🟠 Copper into the Top 3
🇯🇵 Japan still #1
🥇 Gold strengthening
📈 Bonds & Uranium improving
Where is capital rotating next?
Full update 👇
July allocations are live. 📊
✅ Core Model (FREE)
🥇 Gold Pro
📈 Stocks Pro
Monthly systematic portfolio allocation designed with the objective of outperforming a traditional 60/40 portfolio over the long term.
Full update 👇
June Rotation Matrix Report is out.
🥇 Copper was the biggest mover (+16)
Meanwhile:
• Uranium Miners weakened most (-26)
• Equities remain dominant
• Precious metals remain strong
• No broad Capital Rotation Event yet
Follow capital, not headlines.
Full report 👇
Australia's economy is changing.
Property, credit, banks, gold, commodities and the AUD all tell a story.
Here's my June Australian Market Roundup.
Link in comments 👇
#ASX#Markets#Investing
Gold vs Stocks may be entering a major transition phase.
The long-term Gold/SPX ratio appears to be breaking out after years of underperformance.
New Precious Metals Roadmap:
• Gold
• Silver
• Platinum
• Capital Rotation
Link in comments.
May allocation update is live.
Gold leading.
Stocks still in.
Cash building.
50 / 33 / 17
No forecasts. Just trends.
Full breakdown 👇
https://t.co/pM2CqiiKQj
Everyone’s watching stocks.
Few are watching the thing driving them 👇
Currencies.
The US Dollar is at a major decision point.
This next move could set the direction for:
• Stocks
• Gold
• Commodities
Full Currency Roadmap below 👇
Oil has been moving sideways for decades.
Now it’s back at the level that has stopped it multiple times before.
At the same time… pressure is building underneath.
Not confirmed yet — but a key spot.
Full roadmap → link in comments
Uranium has gone from “forgotten” to quietly trending higher.
Now testing a key level.
This is where markets usually decide what comes next.
Watching closely.
Full roadmap → link in bio