Modern Macro Technologies
12 August 2026 176 research notes Daily Treasury Statement releases 16:00 ET DTS 16:00 ET
Research · · 11 min read Individual

03/29/2026 Market Update

Douglas ·
03/29/2026 Market Update

(Note: Below is a summary of the Market Update Video for 03/29/2026, click here to watch the video update) Update Preview Last week finally brought the kind of selling I had been warning about for months. Since the end of 2025, the core argument has been that markets were overpriced relative to flows,…

Professional

This one’s Professional-only

Professional is the tier with the numbers in it: full models, position-level detail, the dashboard suite, and same-day delivery of everything we publish.

  • Everything in Individual
  • Full models & position-level detail
  • Dashboard suite + DeepMinsky
  • Monthly analyst Q&A
Go Professional · $1,999/mo Get the free newsletter
Already subscribe? Sign in.

More research

Coming soon

This is Modern Macro Technologies, a brand new site by Adam Rice that's just getting started. Things will be up and running here shortly, Free

08/09/2026 Market Update: The Rally Delivered. Now Comes the Harder Question.

(Note: Below is a summary of the Market Update Video for 08/09/2026, click here to watch the video update) Market Update Preview August opened Individual

07/30/2026 Market Update: The Inflection Point, Reading the New Fed, and Why You Can't Front-Run Flows

Market Update Preview Yesterday's sell-off was fierce, the Dow shed over 1,000 points following the Fed decision and Warsh's press conference, Individual