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Tactical Market Outlook
Here is what I am thinking here into quarter end
Sep 24
•
Craig Shapiro
Financial Nihilism, Bread and Circuses, and the Bubble of Despair
I.
Sep 22
•
Craig Shapiro
1
Cold War 2.0 Means the End of Fed Independence
What an AI arms race with China means for monetary policy, markets, and investors
Sep 15
•
Craig Shapiro
1
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The Return of the Bull Flattener
Executive Summary
Sep 8
•
Craig Shapiro
3
The Narrative Just Broke: Why Cuts Are No Longer Insurance
Executive Takeaway
Sep 5
•
Craig Shapiro
Summer 2025: The Moment China Surpassed the U.S.
Last week, I released a 10,000-word memo to paying subscribers:
Sep 2
•
Craig Shapiro
China Isn’t Catching Up — It’s Pulling Ahead
How Beijing is Setting the Terms of Global Innovation and Industrial Power
Aug 31
•
Craig Shapiro
3
1987 Echoes in 2025: Inflation Credibility and Market Fragility
Executive Summary
Aug 27
•
Craig Shapiro
2
5
Powell Caves at Jackson Hole
Executive Summary
Aug 25
•
Craig Shapiro
The AI Trap: How America Could Spend Its Way Into Strategic Decline
AI is supposed to secure America’s lead. Instead, the spending spree risks hollowing it out.
Aug 19
•
Craig Shapiro
1
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