
Leadoff Morning Note
“Here’s Why Our Paradigm C Thesis Has Thousands Of 42 Macro Clients Outperforming The Market Again This Year”

Around the Horn
“Here’s What To Look For To Know If It Is Too Late To Position For Paradigm C”

Macro Scouting Report
“Here’s Why 42 Macro Clients Knew 1998 Would Be The Best Market Analog For 2025”