Skip to Content

Posts tagged with Markets

The Great Rotation Is Here — And Most Investors Will Miss It

The Great Rotation Is Here — And Most Investors Will Miss It

The Russell 2000 just posted 13 consecutive sessions of outperformance against the S&P 500.

That's not a typo. Thirteen straight days where small caps beat the mega-cap-dominated index. The last time that happened? June 2008.

But here's the critical difference: In 2008, that streak was fear-driven — a desperate scramble for defensive positioning before the global financial crisis intensified. In 2026, it's the opposite. This is a proactive pursuit of value.

If you're still sitting in the Magnificent Seven waiting for the next leg up, you're fighting the last war.

The Setup: A 25-Year Valuation Gap Finally Snaps

By

The Great Rotation Is Here — And Most Investors Will Miss It Read More

Bitcoin Didn't Crash — It Got Liquidated: How Japan's Bond Market Broke Crypto

Bitcoin Didn't Crash — It Got Liquidated: How Japan's Bond Market Broke Crypto

The "digital gold" narrative is dead. Here's what's really moving Bitcoin.

Bitcoin is down to $88,000. It's given up nearly all of its 2026 gains. And if you're looking at on-chain metrics, whale wallets, or ETF flows for answers, you're looking in the wrong place.

This wasn't a crypto crash. It was an execution.

The Real Story: A Six Sigma Event in Tokyo

On Tuesday, something broke in Japan's bond market. U.S. Treasury Secretary Scott Bessent, speaking at Davos, called it a "six standard deviation move" — the kind of thing that isn't supposed to happen in a functioning

Bitcoin Didn't Crash — It Got Liquidated: How Japan's Bond Market Broke Crypto Read More