Aging fleets, jammed shipyards, & Red Sea disruptions spell multi-year high shipping rates. Ditch dividend chasing - embrace scarcity for capital gains. Our playbook spotlights 5 stocks to buy, and 1 stock to avoid (Star Bulk). Risks, entries, and setups. Navigate the tangible asset boom; Roadmap ⬇️

Deeper pullback thesis dead at 6850 - now range warfare between momentum chase and valuation gravity. Key lines: Sell trap > 6900, defend floor 6801. We are buying generational lows in select plays - on SPX dips < 6750, skipping S&P chase. Crypto’s “Last Dance” consolidates for ETH and alt bounce.

Follow the Capital. Capture the Cycle. Our New Crypto Command Center is Live.

The DAT Sector Reset is here. MSTR is no longer the only game in town. As institutional capital rotates from leverage to yield, the premium is collapsing. We analyze the "Reflexivity Death Spiral" and why the inst. money is moving to zero-debt alternatives.

The Jan 15 MSCI decision risks an $8.8B forced unwind. The premium trade is dead. We’re shifting to true yield and defensive ops. 50% of DATs vanish by 2026. Don't be exit liquidity. Here is the probabilistic path to play this setup in the next 3-6 mo.

Risk reset incomplete. We expect a final SPX flush to 6400. Pivot: 6750. We are aggressively rotating into Energy & Metals. Crypto: Cycle Peak confirmed, but the "Last Dance" offers one final vertical move before Winter 2026. Get the full execution roadmap inside.