Trade Secrets
Trade Secrets: Dailies 04.20.2026
Stock futures slid sharply Sunday night as geopolitical risks flared, rattling investor sentiment at the start of the week. The pullback follows a rapid escalation in tensions between the US and Iran.
What in the World!
After the RBA's aggressive tightening delivered a per-capita recession, the pivot is underway and the catalysts are clear: rate cuts, housing recovery, net migration demand, and a critical minerals complex that the energy transition has structurally re-rated.
What in the World!
For much of the late twentieth and early twenty-first centuries, globalization promoted the idea that geography had been transcended. Capital flowed across borders with minimal friction, supply chains spanned continents, and digital infrastructure appeared to dissolve distance.
Trade Secrets
The global digital asset landscape in 2025 is shaped by a widening gap between the narrative of where crypto is believed to be thriving and the empirical reality of where adoption is actually taking place.
After the RBA's aggressive tightening delivered a per-capita recession, the pivot is underway and the catalysts are clear: rate cuts, housing recovery, net migration demand, and a critical minerals complex that the energy transition has structurally re-rated.
For much of the late twentieth and early twenty-first centuries, globalization promoted the idea that geography had been transcended. Capital flowed across borders with minimal friction, supply chains spanned continents, and digital infrastructure appeared to dissolve distance.
The global digital asset landscape in 2025 is shaped by a widening gap between the narrative of where crypto is believed to be thriving and the empirical reality of where adoption is actually taking place.
So what about our April 7 anniversary date? Dow gapped up on the other side of it. I had expected the bounce to continue last week. The amplitude I wasn’t sure of but now we’ve reached a very important inflection point.
New Zealand enters 2026 in recovery mode after a technical recession in 2023–24 driven by aggressive RBNZ rate hikes, a cost-of-living squeeze, and weak consumer confidence.
I’m going to share the smartest post I’ve seen the whole year. I saw it the other day and for some reason I got distracted and didn’t copy it for you. I’m paraphrasing but it goes something like this: if you want to make money, be sure to look in places where nobody else is looking.
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