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  • Should we be worried about the collapse in regional bank stocks?

    Should we be worried about the collapse in regional bank stocks?
    2025/10/17
    In today’s Macro Minute, Darius breaks down the market’s reaction to the regional bank selloff and explains why investors should tune out the noise. Despite rising repo market stress and sensational headlines, the underlying regime remains solidly risk-on under Paradigm C. Darius reminds listeners that KISS and Dr. Mo continue to do their job—filtering volatility, minimizing downside capture, and keeping investors positioned to compound through uncertainty.
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    9 分
  • Is it time to book gains in Gold?

    Is it time to book gains in Gold?
    2025/10/16
    Darius Dale analyzes the renewed surge in gold amid U.S.–China trade tensions and deepening fiscal dominance. He explains why gold remains a cornerstone asset in Paradigm C and how 42 Macro’s systematic models continue to keep investors on the right side of market risk.
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    9 分
  • Did Fed Chair Powell just rubberstamp Paradigm C?

    Did Fed Chair Powell just rubberstamp Paradigm C?
    2025/10/15
    In today’s Macro Minute, Darius Dale breaks down Fed Chair Powell’s latest remarks and what they mean for Paradigm C. He explains why the Fed’s pivot toward easier policy reinforces the reflationary regime, updates 42 Macro’s quantitative signals, and shares how KISS and Dr. Mo continue to keep investors on the right side of market risk.
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    8 分
  • Is it time to book gains?

    Is it time to book gains?
    2025/10/14
    Darius breaks down whether it’s time to book gains as trade tensions resurface in today's Macro Minute. He explains why Paradigm C remains intact, why gold continues to shine as the premier defensive asset, and how labor hoarding supports the resilient U.S. economy thesis.
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    13 分
  • Are markets correct to continue pricing in the “TACO trade”?

    Are markets correct to continue pricing in the “TACO trade”?
    2025/10/13
    Today’s Macro Minute explores why markets continue to price in the Paradigm C regime despite tariff volatility. Darius discusses the evolving macro landscape, the Fed’s next move, and how investors should interpret the recent crypto liquidation within a still-bullish regime.
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    9 分
  • What is the status of the US and global economies?

    What is the status of the US and global economies?
    2025/10/09
    Darius breaks down how global growth remains resilient despite the U.S. government shutdown. He explains why the data continues to support a bullish Paradigm C regime and how the KISS and Dr. Mo frameworks help investors stay systematically positioned on the right side of market risk.
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    5 分
  • The US gov’t is shut down… time to panic?

    The US gov’t is shut down… time to panic?
    2025/10/02
    In today’s Macro Minute, Darius breaks down why the U.S. government shutdown is no reason to panic. Despite the absence of official releases, dozens of high-frequency economic indicators continue to reinforce 42 Macro’s core themes: a resilient U.S. economy, a U-shaped cycle, sticky inflation, and early signs of structural regime change at the Fed. We also highlight how labor market shifts and AI impacts are showing up in the data, and why disciplined, systematic risk management remains key to staying on the right side of market risk.
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    9 分
  • Why should investors pay more attention to the US housing market?

    Why should investors pay more attention to the US housing market?
    2025/09/30
    Today’s Macro Minute dives into why investors should pay closer attention to the U.S. housing market. Weakness in home prices and building permits highlight structural fragilities that reinforce our call for structural regime change at the Fed. We also discuss how credit availability, fiscal dominance, and Paradigm C shape the outlook—and wrap up with a powerful client testimonial on building trust and staying on the right side of market risk.
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    11 分