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Weekly Signal
The Crack The Market Signal #9 (War Edition)
Week of March 9, 2026: Middle East War, The Actuarial Blockage, The Island to Watch, Software’s Violent Rebound, and Broadcom's Stellar Earnings
Mar 9
•
Ozeco
24
3
The Crack The Market Signal #8
Week of March 2, 2026: Iran War, Software Ticking Up, Nvidia Earnings, Resilience Ideas And Much More
Mar 2
•
Ozeco
18
3
The Crack The Market Signal #7
Week of February 23, 2026: Momentum Remains, Divergence is Extreme, Conviction on Electrification is Up, Volatility in Healthcare, Industrial is Turning
Feb 23
•
Ozeco
16
2
The Crack The Market Signal #6
Week of February 16, 2026: Gas Turbines, Software Meltdown Continues, WFE Revised Up
Feb 17
•
Ozeco
20
5
The Crack The Market Signal #5
Week of February 9, 2026: Capex Explosion, Software Capitulation, and the Return of Physical Constraints
Feb 10
•
Ozeco
18
4
The Crack The Market Signal #4
Week of February 2, 2026: ASML Blowout Quarter, Software is Capitulating, and GEV Flexing its Pricing Power
Feb 2
•
Ozeco
19
4
The Crack The Market Signal #3
Week of January 26, 2026: AI Infrastructure Tightens, Power Becomes the Bottleneck, and State Capitalism Accelerates
Jan 26
•
Ozeco
13
3
The Crack The Market Signal #2
Week of January 19, 2026: AI Capex and Reshoring Investments Accelerate as Software Sentiment Hits a 25 Year Low
Jan 19
•
Ozeco
15
2
The Crack The Market Signal #1
Week of January 12, 2026: AI Capex Holds as Semiconductors, Power and Healthcare Gain Momentum
Jan 12
•
Ozeco
30
4
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