The macro moves
most investors never see
coming — explained clearly.
Join readers getting in-depth analysis on global macro trends, equities, and the signals that move markets — including a proprietary recession indicator updated every month.
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What you get
Proprietary recession indicator
A custom-built model updated every month that flags recession risk and significant market pullbacks — before they hit.
Market outlook
Monthly equity market analysis with macro context — where we are, what's driving it, and what to watch next.
US liquidity monitor
Monthly update on US liquidity conditions — the single most underappreciated driver of market direction.
Model portfolio
One active and one passive portfolio — real positioning, updated as conditions evolve.
Trend spotlight — every two weeks
One deep-dive per fortnight on an emerging macro or market trend that deserves serious attention. The kind of insight most investors only read about after the move has already happened.
Who writes this
Sonny Mulder
Professional investor and lead macro analyst at Market Vision Capital. Since 2013, Sonny has built a 35% CAGR track record by focusing on the macro signals most analysts overlook — liquidity cycles, recession risk, and cross-asset flows that move before consensus catches on.
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