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Weekly Signal Playbook · Jul 10, 2026
The Model Race Keeps AI Capex Climbing
Jul 10
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Garrett
2
1
Weekly Signal Playbook · Jul 2, 2026
Rotation, Not the Top
Jul 2
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Garrett
3
1
June 2026
Weekly Signal Playbook · Jun 25, 2026
The Dollar Drains Everything but Tech
Jun 25
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Garrett
2
Weekly Signal Playbook · Jun 18, 2026
The Hawk and the Open Strait
Jun 18
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Garrett
3
Weekly Signal Playbook · Jun 11, 2026 — The Drain Arrived Early
The market dropped right after we warned about the drain last Thursday. Gold and silver are also dipping as we have been bearish for weeks. What's next?
Jun 11
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Garrett
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The AI Boom Has a SoftBank Problem
Token spending is rolling over. SoftBank is sitting on $160 billion of debt. And this week's calendar may light the fuse.
Jun 10
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Garrett
4
Weekly Signal Playbook · Jun 4, 2026
The Broadcom pullback isn’t a capex bust. Careful about the upcoming mega-IPO liquidity drain. The concentration itself is the biggest risk.
Jun 4
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Garrett
3
When ETF Outflows Aren't Selling: The IBIT Premium Paradox
Something doesn’t add up in the iShares Bitcoin Trust (IBIT).
Jun 3
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Garrett
4
May 2026
The Iran War, A Reflection: Three Months of a Closed Hormuz
When AI makes the market numb to war, Hormuz barely matters anymore.
May 29
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Garrett
7
Weekly Signal Playbook · May 28, 2026
Hormuz is still stuck. The S&P printed a new high and gave it back. The long end stays near 19-year highs. Asia is now spending hard on AI.
May 28
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Garrett
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1
Weekly Signal Playbook · May 21, 2026
Geopolitics went quiet. The bond market didn't.
May 21
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Garrett
4
After AI, This Could Be the Trade of the Decade
Beyond AI, this might be the most underpriced investment theme in public markets. Spectrum, satellites, and a field map of who actually owns the sky.
May 15
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Garrett
2
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