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And how can you determine if Macro Tides will fit for your needs? It's easy, read my overview summary.

You'll be able to judge my analysis on monetary policy, inflation outlook as inflation began to soar, and how the Dollar, Stock Market, Treasury yields, and Gold were expected to trade.

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Jim Knows How to Read The Markets

Jim Welsh has accumulated many accolades during his career, including for his prescient analysis of both the 2007-2008 market crash and the 2009 bullish reversal. Very few were able to accomplish this. Read Jim's free report covering his thoughts from those years to get a better sense of his process:

Read Jim's Free Fundamental Recap Report

After the 2008 and 2009 crash I looked for sources who had recommended getting out of the market in 2007 and 2008 but who had then turned bullish in February or March of 2009. While there were lots of people warning of impending doom in 2007 and 2008, they were still warning of impending doom in 2009 and 2010. And while many were bullish in the Spring of 2009, they were bullish all through the crash as well. After my extensive research (I spent well over 150 hours retrieving and reading available publications) I found only three who met my criteria for roughly “getting it right”: Jeffrey Gundlach, Ned Davis, and Jim Welsh. Jim does a great job of blending fundamental and technical analysis and communicating in a way I can understand. He is able to read the Fed minutes and identify gaps between what the Fed is saying and how it is being interpreted by the market.

- Dave B., Independent advisor Large National Wealth Management Firm

Jim Welsh has published a monthly investment letter since 1985 that focuses on Federal Reserve monetary policy, the economy, and the financial markets. He has managed a mutual fund, worked for major wire-houses, and has been widely published in financial media. Jim was Forward Funds' ($5.5 billion) Macro Tactical strategist for a number of years, and provides high quality economic and technical market analysis for advisors and investors as a guide to portfolio allocation and tactical portfolio changes.

Welsh's Macro Tides models identify trend changes in the domestic & international equity markets, fixed income, currency (USD & Euro) and Gold markets. The Macro Tides models place a heavy focus on Monetary Policy, traditional Economic Indicators, including Welsh's proprietary Major Trend Indicator, and selected Sentiment Indicators to create trade recommendations.

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Inflection Points

How to Navigate a Secular Bear Market

The Coming Secular Bear Market can be managed since you now know that it’s coming, but you’ll need to adopt the appropriate investment strategies that can augment the Buy and Hold approach. I think I can help you with that.

Read the Coming Secular Bear Market

Jim Welsh in the Media

Listen to Jim share his thoughts with podcasts, publications, and media outlets. Gain a better understanding of how he integrates his fundamental and technical analysis, broad experience, and knowledge of the markets into developing valuable Macro Tides newsletters that can provide insight to your decision making.

Watch Jim's Interviews

Technical Review

Data Dims Odds for a Rate Cut In March

February 16, 2026

Technical Review

Focus on Jobs and CPI Inflation

February 10, 2026

The January Employment Report, which was delayed because of the government shutdown, will be released on February 11 and the January Consumer Price Index (CPI) is due on Friday February 13.

Anxiety about the health of the labor market was heightened after three reports released last...

Global Economic Report

Economy Looks Good For Now

February 3, 2026

The labor market appears to have stabilized, GDP growth is comfortably above the economy’s long term non-inflationary growth potential of 1.9%, and inflation is above the 2% target. This mix of economic variables has created three groups within the FOMC. Those...

Technical Review

Gold & Silver Get Rocked

February 2, 2026

In the January 27 Weekly Technical Review, I noted that Gold and Silver were in an historic run that was destined to end badly. “ The ETF for Silver is SLV and today more than $30 billion of SLV was traded, versus $8.3 billion in Microsoft. This is another indication that speculation is...

Technical Review

Possible Currency Intervention and Gold

January 27, 2026

Japanese government bond yields have been climbing for many months. Initially, it was in response to the Bank of Japan (BOJ) unwinding decades of extreme monetary accommodation. In response to a collapse in real estate values and the Nikkie 225, the BOJ slashed its policy rate from 6.0% in 1991...

Technical Review

Tariff Redux and Japanese Bond Yields

January 21, 2026

On January 17 President Trump threatened to impose a 10% tariff on imports from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland unless they dropped their...

Technical Review

Labor Market Stability

January 19, 2026

The FOMC chose to lower the Funds rate in September, October, and December, after significant revisions lowered job growth for May, June, and July last year on September 5. On September 9, the BLS revised job growth down from April 2024 through March 2025 by -911,000....

Time to Rethink the Mag 7?

January 17, 2026

Is the U.S. stock market entering a new phase? Financial Sense Newshour's Jim Puplava and Jim Welsh of Macro Tides discuss the latest trends shaping markets in 2026. They explore the market’s rotation away from the overvalued Mag 7 and AI stocks toward mid-caps, small caps, and value sectors...

Market Rotation signal

January 16, 2026
Financial Markets by TradingView

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