Does the Equity Market Remain a Coiled Spring?
This morning, @DariusDale42 joined @tomkeene and @ptsweeney on @BloombergRadio to explain why productivity-driven margin expansion and incoming liquidity could support substantial equity-market upside, even as Treasury yields remain vulnerable to moving higher.
When the range of potential economic outcomes is historically wide, @42Macro’s systematic process helps investors challenge assumptions, identify changing signals, and allocate risk with confidence.
Listen to the full appearance here:
The Macro Minute | Sep 22, 2026: Are asset markets on the precipice of a “Santa Trump” rally?
For daily updates, follow The Macro Minute on your favorite podcast platform.
Can the Bond Market Absorb a One-and-Done Fed Hike?
@DariusDale42 joined @BrianSozzi on @YahooFinance to discuss why a single Fed rate hike may be insufficient to stabilize the bond market, and how elevated concentration in technology shares leaves investor portfolios vulnerable to a more aggressive tightening cycle.
As policy intervention escalates, @42Macro’s systematic process helps investors cut through the noise to stay focused on what matters.
Watch the full discussion here:
FOURTH TURNING CLIMAX COUNTDOWN CLOCK UPDATE: I’ve been publishing thought-provoking analysis to institutional investors across global Wall Street for nearly two decades, and these are four of the most important charts I have ever published.
There will soon come a time when every citizen of the [currently] “United” States of America will be forced to choose between defending their tribe (Republican 🔴 vs. Democrat 🔵) and fighting for the will and rights of We the People. As these charts indicate, those are NOT the same things.
The Most High God has helped me overcome child abuse, homelessness, two decades of food and housing insecurity amid extreme poverty, and the tragic loss of life of close friends due to gang violence. This is why I strongly believe that He has sent me here to deliver His message to global Wall Street: there is only one “right side of history” that your legacy will reside on, and that’s the side that starts and ends with love for all of God’s creation.
If you are a member of the K-1/capital class, don’t say you weren’t warned when a critical mass of our brothers and sisters of the W-2/labor class realize that elites from both Parties are responsible for the game being rigged and flip over the Monopoly™ board as a result—i.e., Paradigm E.
We’d better get to work building the E-shaped economy that our children deserve before it’s too late. My math puts “too late” within 5-10 years.
Jesus Christ and I love you,
—Skipper ❤️+🤍+💙=💜
P.S. For those of you who are unfamiliar with @42Macro's highly lucrative Paradigm A-E framework:
Paradigm A: Fiscal dominance perpetuates Treasury bond market disequilibrium (2020-21).
Paradigm B: Cut the deficit (2022, 1H25).
Paradigm C: Run the economy hot (2H25-present).
Paradigm D: Default via debasement (likely commencing within 1-2 years from today).
Paradigm E: MAJOR political realignment and total war (likely commencing within 5-10 years from today).
BREAKING: @42Macro reiterates its nearly five-year-old bearish bias on bonds. You must watch this video if you do not understand the drivers and implications of the Geopolitically Driven Supply-Demand Imbalance in the @USTreasury Bond Market: https://t.co/I80itQMIPJ
@DariusDale42@TheTerminal This is the tell. Not the policy itself, but that it's now the headline strategy going into midterms. Desperation dressed up as generosity.
Apple’ın yeni telsizleri duyurulmasa da frekans yarın bizim!📻⚡️
"Apple'ın Dört Atlısı" olarak retro hatları açtık, lansman sonrası masadayız. Olmuş mu bu telefon diye konuşacağız! Bekleriz👇
🇩🇪 @OzgurBilge 🏎️ @KahramanUgurlu @HuseyinUsta 🎙️ @cemsun ⛓ https://t.co/mMsJZtMSU4
Are Stocks, Gold, and Bitcoin About to Bubble Again?
Enjoy this clip from our August 28, 2026, Around the Horn webcast in which we detail some of the math behind why we expect a risk-asset bubble between now and when the 42 Macro Paradigm C + D Bull Market™ peaks—likely sometime in 2H27 or 1H28.
I think @DariusDale42 highlighted this years ago: 60/40 doesn't work anymore - as @FT has picked up now.
Replace the bonds with Gold/BTC, though, and it does