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Oz
453 posts

Oz

Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Posts

Previous Posts
  • Bitcoin Coils Inside Macro Confluence: Fair Value Gap Meets Copper/Gold Rebound 2 min read

    Bitcoin Coils Inside Macro Confluence: Fair Value Gap Meets Copper/Gold Rebound

    Oz
    Oz
    • Macro Heat
  • SOFR Is Dropping — But This Isn’t 2020, and It’s Not a Liquidity Crisis 2 min read

    SOFR Is Dropping — But This Isn’t 2020, and It’s Not a Liquidity Crisis

    Oz
    Oz
    • Macro Heat
  • RRP Hits $55B — A Liquidity Drain? Or a Liquidity Rotation? 2 min read

    RRP Hits $55B — A Liquidity Drain? Or a Liquidity Rotation?

    Oz
    Oz
    • Macro Heat
  • Thursday Treasury Heat Check — 17 April 2025 2 min read

    Thursday Treasury Heat Check — 17 April 2025

    Oz
    Oz
    • Macro Heat
  • The One ETF Crypto X (Twitter) Ignores — But Smart Money Watches Religiously 2 min read

    The One ETF Crypto X (Twitter) Ignores — But Smart Money Watches Religiously

    Oz
    Oz
    • Macro Heat
  • The VIX Curve Just Flipped Into Contango — When Will Price React? 2 min read

    The VIX Curve Just Flipped Into Contango — When Will Price React?

    Oz
    Oz
    • Macro Heat
  • The Fed’s Repo Window Got Tapped — But This Isn’t 2008 2 min read

    The Fed’s Repo Window Got Tapped — But This Isn’t 2008

    Oz
    Oz
    • Macro Heat
  • Silver Is Not a Signal — It’s a Sideshow 3 min read

    Silver Is Not a Signal — It’s a Sideshow

    Oz
    Oz
    • Macro Heat
  • Emerging Market Bonds Are Sitting on a 2-Year Trendline — And This Is Where Risk Either Dies or Reboots 2 min read

    Emerging Market Bonds Are Sitting on a 2-Year Trendline — And This Is Where Risk Either Dies or Reboots

    Oz
    Oz
    • Macro Heat
  • Defensive Doesn’t Mean Bearish: The Set-Up Few Are Seeing Clearly 2 min read

    Defensive Doesn’t Mean Bearish: The Set-Up Few Are Seeing Clearly

    Oz
    Oz
    • Macro Heat
  • Oz’s Daily Treasury Heat Check – 16 April 2025 2 min read

    Oz’s Daily Treasury Heat Check – 16 April 2025

    Oz
    Oz
    • Macro Heat
  • Bitcoin Market Flow Analysis: 3-Week Breakdown and Next Week’s Outlook 2 min read

    Bitcoin Market Flow Analysis: 3-Week Breakdown and Next Week’s Outlook

    Oz
    Oz
    • Bitcoin Data
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