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Oz
407 posts

Oz

Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

Posts

Previous Posts
  • Zweig Breadth Thrusts: Why Ignoring Them Is a Strategic Error 2 min read

    Zweig Breadth Thrusts: Why Ignoring Them Is a Strategic Error

  • Credit Trumps Everything: Why Markets Follow Credit Flow, Not Liquidity Metrics 2 min read

    Credit Trumps Everything: Why Markets Follow Credit Flow, Not Liquidity Metrics

  • The Invisible Battle: Bitcoin’s True Move Was Written Weeks Ago 2 min read

    The Invisible Battle: Bitcoin’s True Move Was Written Weeks Ago

  • When the Floor Drops: A Brewing Collapse Hidden in Plain Sight 2 min read

    When the Floor Drops: A Brewing Collapse Hidden in Plain Sight

  • Volatility Compression and Market Complacency: Why the Current Calm May Be Misleading 3 min read

    Volatility Compression and Market Complacency: Why the Current Calm May Be Misleading

  • The Copper/Gold Ratio at a Crossroads: Could 2025 Mark Another Macro Inflection Point? 3 min read

    The Copper/Gold Ratio at a Crossroads: Could 2025 Mark Another Macro Inflection Point?

  • The Bond Market’s Autonomy: Why Yields Speak Louder Than Fed Statements 3 min read

    The Bond Market’s Autonomy: Why Yields Speak Louder Than Fed Statements

  • Thursday Treasury & Bond Market Heat Check: 24 April 2025 — Yields Slide as Macro Tension Builds 3 min read

    Thursday Treasury & Bond Market Heat Check: 24 April 2025 — Yields Slide as Macro Tension Builds

  • Volatility Compression Signals Risk Is Loading — But the Trapdoor Isn’t Far 3 min read

    Volatility Compression Signals Risk Is Loading — But the Trapdoor Isn’t Far

  • Treasury & Bond Market Heat Check: 23 April 2025 — Long End Breaks Down, Curve Signals Repricing Risk 3 min read

    Treasury & Bond Market Heat Check: 23 April 2025 — Long End Breaks Down, Curve Signals Repricing Risk

  • Treasury & Bond Market Heat Check: 22 April 2025 — Calm Surface, Loaded Undercurrent 2 min read

    Treasury & Bond Market Heat Check: 22 April 2025 — Calm Surface, Loaded Undercurrent

  • MOVE Index: A Volatility Signal Few Are Watching 2 min read

    MOVE Index: A Volatility Signal Few Are Watching

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