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Private Credit: 5 Things I Am Watching Today
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
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
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
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
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
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…
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Patient Capital Letter
Long‑Term Market Intelligence for Patient Investors Patient Capital Letter is a long‑term market intelligence publication built for investors who understand that real wealth is created over time, not days and…
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Strait Of Hormuz – 5 Things I Am Watching Today
1. Silver getting frothy As I write this, silver is trading around $99.57, uncomfortably close to $100 an ounce. Silver has had an incredible run. Anyone who’s been following me…
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Sell America? 5 Things I Am Watching Today
1. U.S. Data Is Light. Noise Is Not There’s not much on the U.S. economic calendar today—pending home sales and construction spending—but the headline risk is loud. President Trump is…
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S&P 500 At Key Level – 5 Things I Am Watching Today
1. Canada: CPI is cooling — but don’t get too comfortable Canadian CPI was released yesterday. Inflation came in at 2.1% for 2025, down from 2.4% in 2024 — the…
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The Most Important Indicator of the Stock Market Now Isn’t Earnings or Rates
The Most Important Indicator of the Stock Market Now Isn’t What You Think Not too long ago, a well-known analyst suggested that investors shouldn’t bet against the White House or…
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Oil Sellers – 5 Things I Am Watching Today
1. Silver Is Getting Crowded Silver trading ranges are getting wild. Volatility is rising fast, and many new buyers who’ve never looked at silver before are now jumping in. That…
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Fire Sale – 5 Things I Am Watching Today
1. Silver: Volatility Is the Real Position It is very important to understand that silver is volatile — average daily ranges are now 5–7%, and this shouldn’t be taken lightly.…
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Inflation & Silver – 5 Things I Am Watching Today
1. Inflation Cools, But the Pressure Isn’t Gone We now have some insight into U.S. consumer inflation. In December, the headline CPI came in at 2.7% year-over-year, in line with…
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Job Market Data – 5 Things I Am Watching Today
1. U.S. Jobs Are Rolling Over We just got more confirmation that the U.S. job market is starting to turn — and the trend is getting worse. Only 50,000 jobs…
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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