CYCLES & SIGNALS

The Wayfarer’s Map: Markets by Cycle

November 17, 2025

Cycles don’t move in straight lines. They swing—sometimes wildly—between boom and bust, optimism and caution. After the exuberance of the 2021–2022 rebound, when cheap capital and easy growth made everything look effortless, today’s macro environment feels like a more measured mid-swing…

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Stress Test Primary Post Title on Two Lines of Text

November 17, 2025

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Macro Policy & Labor Briefing

November 11, 2025

America’s economic path entering Q3 2025 is indeed a paradox of solid job growth and gathering headwinds. The June jobs report initially showed nonfarm payrolls rising by +147,000, beating forecasts of ~110,000…

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2025 Q2

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