a13v, Tiger Quant

The Powell pivot is here, creating a deceptive market. While equities enter a potential 3-6 week melt-up, crypto hesitates, flashing warning signs. We cut through the noise to identify the real high-conviction signal and the tactical plays required for this complex new market phase.

Don't get lost in the noise. The signal is simple: The Fed has capitulated. They've confessed they will sacrifice their 2% inflation target to save the labor market. This is a profound, unpriced policy shift. Our latest analysis unpacks the asymmetric trade setup.

The U.S. shale era is over. A new, multi-trillion-dollar capital cycle is beginning. This definitive framework shows how to pivot from volatile speculation to owning indispensable infrastructure—the "toll roads" of the new energy economy, from offshore services to AI power grids.

Weekly SELL signal on one of the holdings, with insider selling / weakness.

We have deployed a series of upgrades to the platform. This briefing details the new tools and features designed to provide a clearer, more dynamic view of our process and positions.

While the crowd is distracted by short-term noise from China, the long-term signal in lithium remains unchanged. The path forward is now more complex, requiring greater discipline. Our final brief provides the updated playbook for this asymmetrical opportunity.