August 3, 2025
This financial report, "A Market in Transition," analyzes various market catalysts to identify shifts and opportunities across global asset classes. It highlights a "profound transition" marked by widespread reversal signals in equities, bonds, and commodities, often characterized by negative short-term technical scores paired with positive institutional accumulation signals. The report suggests defensive positioning and readiness for tactical additions, noting specific buy and sell recommendations for different markets and sectors. It emphasizes the synchronized nature of current market dynamics, indicating a potential regime change driven by institutional repositioning.
This is my first week on Substack, and I’m still under 100 subscribers—which is fine because I’m still finding my way around. After all, I’m not 23… or even 33. Try 83. But I’ll soon figure out audio and video, making the most of this incredible platform. Alexei even wants to move the entire billcara.com site here. Between this kind of intellectual work and walking 5,000+ steps a day, I’m navigating my own way to staying young.
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