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Private Credit: 5 Things I Am Watching Today
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1. Canadian Data: Retail Sales, Sentiment & Inflation Pressures Canadian retail sales dropped 0.4% in December. They were up just 0.1% in Q4 2025. Looking at early estimates for January…
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War Is Imminent? 5 Things I Am Watching Today
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1. Canadian Housing Softness + More Canadian new home prices registered another month-over-month decline. Not shocking at all, really. Tomorrow, we get Canadian retail sales. On the U.S. side tomorrow,…
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Panic In Metals – 5 Things I Am Watching Today
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1. Metal Meltdown: Panic or Opportunity? As I write this, silver is down 15%, and gold is down 6%. The moves we’re seeing in the metals are roughly twice the…
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Central Banks – 5 Things I Am Watching Today
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1. Fed Day: Rates, Powell, and the Economy It’s Fed Day. At 2:00 PM, we find out whether the Federal Reserve changes interest rates or not (likely unchanged). There’s also…
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The Rally No One Was Watching: South America ETFs
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The Noise Nobody Expected The news was truly unexpected. Not too long ago, we woke up to headlines that the U.S. had apprehended the President of Venezuela. Following this, there…
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Tactical Trader Notes
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Market Intelligence For Traders Looking For Ideas Tactical Trader Notes is a market intelligence publication built for investors who operate on shorter timeframes and want ideas that are developing now…
Zulfiqar Research
No fluff market insights, real economic analysis, and overlooked opportunities—beyond the headlines, hype, and crowd.
Moe Zulfiqar
In the time of most uncertainty, you find the best opportunities at massive discount.
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@moezulfiqar