What You Get Every Week
Deep-Dive Macro Report
Comprehensive analysis of growth, inflation, liquidity, and policy. See where we are in the cycle and what's coming next.
Trade Recommendations
Specific entry/exit levels for equities, crypto, and commodities. Clear risk parameters and position sizing guidance.
Regime Change Alerts
Real-time notifications when market conditions shift. Be the first to know when the playbook changes.
Discord Community
Connect with other macro-minded investors. Share ideas, ask questions, and learn together.
Who This Is For
- Investors who want to understand the big picture before making decisions
- Traders looking for a systematic framework beyond day-to-day noise
- People who believe understanding cycles gives you edge
- Anyone tired of financial media that confuses more than it clarifies
- Self-directed investors managing their own portfolio
What a Report Looks Like
Sample: Week of Feb 24, 2026
Regime: Late-cycle expansion with inflation persistence. Gold breaking out. Treasury yields inverted.
- Macro Thesis: Fed stuck between inflation and slowdown. Liquidity coming Q2 via eSLR extension.
- BTC: Consolidating at support. Accumulate <$65K, add aggressively <$58K.
- Gold: New ATH. Hold full position. This is the 1970s playbook.
- Equities: Defensive tilt. Overweight energy, underweight growth tech.
The playbook is clear. Stay nimble.
Your Guide
Marc Theiler
20+ years in markets. Built multiple businesses. Survived the 2008 crash, the 2020 crash, and the crypto winters. Now sharing the frameworks that actually work — not theory, but battle-tested principles from real capital at risk.
"I write what I wish someone had told me when I started. The patterns repeat. History rhymes. And the playbook is learnable."
Questions
See the Patterns Others Miss
Join 100 founding members getting weekly macro intelligence.
Start Your Edge — $19/mo →