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The Patrick T Bulger Investment Analytics Blog
Investment Data, Systemic Financial Views & Performance Psychology
I firmly believe that your data & perspective are
heavily weighted determinants of your plan's success or failure
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Iran Phase II: Ohio Class Sub noted near Gibraltar.
Global clock of need is still ticking.
Read MoreThe 'Deal' is a distraction
The global need for supply is NOW. The solution is unclear on the time horizon..
Read MoreA Bluster Warning Has Been Issued
My Internal Noise Gauge is nearing a breakout.
Read MoreStrait of Hormuz, Iran: The Trilogy, Plus One
The Global Supply Needs are Now, the fix appears to be far away.
Read MoreHormuz, Logistical Blocks to Opening Quickly #1
Supply issues are Now, the fix appears to be far away.
Read MoreShow All
Hormuz, Logistical Blocks to Opening Quickly #2
I see the logistics of a 10–15 Ship Capacity as a ceiling,
Read MoreHormuz, Logistical Blocks to Opening Quickly #3
The damage done to neighboring countries has been undeniable.
Read MoreIran: A Button Press Away From Stalemate
Hormuz: Tactical Conflict Analysis & Your Portfolio
Read MoreBreaking, UAE Issues- Expedite Immediate Return
Not What You Normally Hear in a Ceasfire
Read MoreHormuz, an Economic Risk Factor to Your Portfolio
How Are You Managing the Conflict Risk, While Managing Your Economic Risks?
Read MoreHormuz - Friday Additional Info
It's only a "DEAL" after it is signed and executed successfully by the right people
Read MoreA Red Sea Risk Audit:
The Red Sea Convergence: Potential "Hot Spot"
Read MoreHormuz Could Be Globally Systemic Thin Ice
A simultaneous disruption in supply chain that goes well beyond energy...
Read MoreCeasefire or A Button Press Away From Stalemate
What's being readied, steadied & aimed in our direction.
Read MoreNoise of De-escalation, Action of Escalation?
My Observations of Activity Differ Greatly from The Noise
Read MoreWeakest Q4 Retail Since The Decline Into The GFC
Energy, Retail & More, Your Quick Take
Read MoreThe Hormuz Risk Clock Is Still Ticking Globally.
I do not see the Iran issue ending soon.
Read MoreThis Week’s Friday Quick Wrap, from 03/13/2026
Data continues to look weak
Read MoreNegative Jobs For The 3 Month Period
Are We Entering Recession, Friday Wrap
Read MoreAre You Listening to "Noise," or Looking at Data?
📊 Is The Challenger Report A Top 5 Crisis?
Read MoreDon’t call it "robust" until you look at the trend.
Lowest February numbers in half a decade.
Read MoreWar and Recession? Coincidence or Playbook?
Is there a similarity, is it a means of distraction or protocol?
Read MoreTariffs, Inflation & Weakness, The Friday Wrap
Undeniably Large Military Buildup in the Middle East.
Read More3 Risks Not Being Discussed
Within in our zone of elevated risk, Risk conditions appear to be rising
Read MoreChina Matters, Three important releases
We all have potential for exposure in many ways.
Read MoreJobs Spin?
Jobs Spin? You Decide, from The Distilled Perspective
Read MoreVolatility and Your Portfolio
Top Data & A Potentially Different View
Read MoreThe Break-Even Clock: Why Context is Your Best Collateral
Friday’s Wrap is an Insight for You, 1/30/2026from The Distilled Perspective of Patrick T Bulger Capital Management & Analytics• Has there ever been a single asset that went parabolic forever?• Did it eventually reset?• How long did it...
Read MoreFed Is On Pause
No Rate Movement Today, Notes Jobs as Weak • Kept trying to Describe a Growing Economy
Read MoreContext wake-up call: Consumer Sentiment
The view here: Not, "green shoots".
Read MoreEarly Funding Issues With AI?
AI. The Q4 Liquidity Fractal: When the "Stargate" Met the "Cockroaches"
Read MoreWeakness in major bank earnings
3 major bank names go to the street for borrowing 10s of billions
Read MoreAI, Is Stargate Unraveling? The Friday Wrap
This is how I feel when I look at the data, then I look at valuations...I call it my year 2000 look.
Read MoreHappy New Year
Wishing Everyone A Happy, Healthy & Prosperous New Year!
Read MoreFed Activity? That Was Quick
REPO is like the oil in the engine of the global money system
Read MoreDoes the Rate Control the Fed?
Does the Fed control the rate or does the rate control the Fed?
Read MoreFed: Uncertainty Remains Elevated
the shift in the balance of risks
Read MoreThe Friday (Zombie & Cockroach) Wrap
Yes, Zombie Companies & Credit Cockroaches & Your Money. Have you taken Action?
Read MoreGovernment Economic Data is in Question
Sorting through the Data Mess •Our Solution
Read More10:45 AM EST: Who Released the Hounds of Volatility?
Is Economic Instability Being Recognized? One chip announcement does not negate the current systemic global financial issues.
Read MoreBanking Liquidity Strain Demands Your Attention
Data and Posts Prior to Event? For You
Read MoreDid Powell Just Imply "Contained"?
After weeks of collateral and company Failures
Read MoreFriday's Investment Wrap, Risk Recognition?
Jamie Dimon said, "When you see one cockroach, there are probably more"
Read MoreFirst Zombie or First Brands?
Anyone saying, “What’s Good on the Way Up is Good on the Way Down” May be in need of review.
Read MoreA Risk Gauge For You
Risk and Data Fluency is Imparative to Investment Decision Making
Read MorePhiladelphia Fed Manufacturing Report
Our View is Conditional Weakness, Risk Rising.
Read MoreOctober's Top 3 Investment Risks You Need to Know
Observing Investment Risk Data, This is your time to be most informed.
Read MoreHappy Diwali
May the light of Diwali fill your life with warmth and joy.
Read MoreFriday Wrap, The Cost of Uncertainty
The U.S. government is in a shutdown
Read MoreWe Did Get 2 Jobs Reports of Worthy Note
Hiring Plans Weakest since 2009
Read MoreYour Top 3 Current Investment Data Points & More
What You're Not Shown In Investment Media, Can Make a Difference
Read MoreA Quick Friday Wrap
This week draws a conclusion of Macro unhealthy.
Read MoreDecoding Negative Macro Signals for Your Capital
Thursday PM Brief: Another Data Point Turns South
Read MoreA Quick Intro Video
A quick intro video to Patrick T Bulger, Financial Advisor at Summit Financial Networks
Read MoreFriday Wrap: The Data Has Not Changed
The Debunking of Sayings Continues, For Planning Your Greater Insight...
Read MoreTruth or Spin, Fed Say vs. Fed Do
Cut through today’s environment of noise & market narratives.
Read More🔥 Are Fed Pants On Fire? 🔥
Warning, Objects in the Fed Statement may not be as they appear...
Read More911,000 Jobs Not There!
Your investment plan needs data that can be counted on. Large revisions since 2019
Read MorePPI Hype vs. Table A Inside the Report from the BLS
A Case for Big Number Followed by Little Number
Read MoreThis Friday Data Wrap is a Jobs Update
That's a telling number that is interpreted at face value as bad.
Read MoreHoliday REPO Issues? Welcome to September
NY FED RECEIVES NO BIDS AT OVERNIGHT REPO OPERATION
Read MoreIs your portfolio prepared for a changing economic landscape?
Our observations show weakness.
Read MoreThe Friday Investment Data Wrap
Living Beyond the Herd means understanding the data others ignore.
Read MoreGDP, What You Must Realize
The Number One Reason We Look Past GDP
Read MoreThe Jobs Revision Pencil…
This single detail carries the potential for a large surprise.
Read MoreAre investors running for safety? The bond market seems to think so.
Debt appears to be calling out broad equity moves & The Fed.
Read MoreThe Friday Investment Data Wrap
The Friday Wrap While everyone is celebrating, the debt market is flashing a warning sign.
Read MorePhilly Fed Survey Weak to Negative
The Erosion of Underlying Macro Condition Continues
Read MoreAre You Living Beyond The Herd?
Quality is a critical factor when investing and living beyond the herd.
Read MoreIts All About Risk.
Your data sourcing, interpretation, and fluency are critical to seeing the full picture.
Read MoreYou Investment Exercise of the Day
1) How do you measure Your Risk? 2) How deep is your data system...
Read MoreTreasuries, Why The Headlines?
Headline US Treasuries Flashing Signals
Read MoreThe Margin Squeeze: A Persistent Negative Signal
Data continues to indicate a challenging economic environment
Read MoreService Sector Weakness and Treasury Demand Signal Lingering Clouds
Clouds of economic uncertainty still loom, caution is warranted
Read MoreData Confirms a Slowing Labor Market
Jobs Report Revisions: The Data Confirms a Slowing Labor Market
Read MoreGlobal Collateral, An Outsized Rush To Safety?
Global Collateral Flashes a 'Rush to Safety' Signal— An Economic Commentary by Patrick T. Bulger | The Distilled Perspective
Read MoreJobs Friday, Be Prepared
Be Prepared As the market anticipates tomorrow's jobs report
Read MoreUnpacking The Job Openings Conundrum
Unpacking the JOLTS Report: Why Job Openings Present a Conundrum
Read MoreTime to Revisit Your Investment Convictions
Risk is multi-dimensional and perpetually variable
Read MorePerspective on Permits...
Just like the last post on PPI, perspective matters.
Read MoreToday’s PPI Maybe Not So Down
Conclusion, Business appears as, not out of the woods.
Read MoreBank Earnings, Spin Reduction Activity
Always a good exercise to pine through the actual report
Read MoreEcon Update from the Distilled Perspective
These are not words you want to hear
Read MoreFire, Cease Fire, Deal, No Deal...
We were told as children...Don't Believe What You Hear.
Read MorePhiladelphia Federal Reserve Manufacturing Index
Now is the time to be concerned for your portfolio positioning.
Read MoreTime Again for Your Favorite Home Exercise...
Math? Invigorating! Short Version, Must Know.
Read More"Jobs Report" seriously?
Is there anyone left who takes the "Jobs Report" seriously?
Read MoreYour Weekly Data Wrap
Tariff Me This, Tariff Me That…The Weekly Data Wrap
Read MoreBonds, Curves, Policy and Groundhogs
A Current View Brief on Conditions
Read MoreHonoring the Fallen
Let’s take a moment to reflect, remember and honor all the brave men and women who made the ultimate sacrifice for our country.
Read MoreRisk, Bond Risk
US debt downgrade was followed by two unwell bond auctions that saw yields increase in the 30+ basis point area. Both promptly followed by risk aversion.
Read MoreYour Weekly Wrap Up
A Weekly Investment Data Wrap from the Blog at PatrickTBulger.com
Read MoreIs It Really a "Deal", if you can't find the "Deal"?
Trade Deal or Step Right Up/Smoke n Mirrors?
Read MorePOTUS DJT – Special Edition
President urging the readiness of the World Bank and the IMF.
Read MoreWhat’s Going On In The Markets?
What’s Going On In The Markets? India Matters
Read MoreInfo for your investment view, Other than Tariffs?
A Lot Went On This Week, Keep Your Eye on the Ball.
Read More🎯 Remain Rational
The sum total of global news has not been to the positive, 🎯 Remain Rational
Read MoreDemand for Global Collateral?
Demand for Global Collateral? In what seems to be magnitudes beyond normal? Pent-up or Insightful?
Read MoreDid Someone Say Tariffs???
We put it in black and white and we post it for proof.
Read MoreCaution on today's ADP Jobs Report
Gives the optics of prior statistical outliers
Read MoreBe Your Own Best Thinker
Do not fall victim to "any-content", Portraying itself as reliable information...
Read MorePsychology, How You Show Up
Unchecked Ego can serve itself at your expense,
Read MoreConsumer Sentiment Declines to 57.9
Only witnessed 4 times in the last 45 years
Read MoreYou can get meal creative
Home made chicken soup, Broccoli Florets, chopped, On a bed of Quinoa.
Read MoreThe Last Time We Were Here,
🎯 Keeping it simple: It's a cycle…popular averages took over a decade to breakeven
Read MoreNY Empire State Manufacturing Survey
Don't confuse back from holiday with prosperity.
Read MoreAre You Positioned for Champion or Not?
Your Order of Operation (OOO) Matters.
Read MoreBanking Giant Calls for Emergency Rate Cut?
Banking Giant Calls for Emergency Rate Cut
Read MoreWeekly Jobless Claims, Concern
Weekly Jobless Claims, Concern in the data
Read MoreChicago PMI comes in at 39.5, seen as contraction
Chicago PMI comes in at 39.5
Read MoreBanks, Unrealized (Losses) and You
Please note how this appears in comparison to the 2008, "Great Financial Crisis".
Read MorePresident Trump, A few observations
A Few things to keep in mind as we enter a new time.
Read MoreJobless Claims Increase
Jobless Claims Increase, viewed as progression into potential recession
Read MoreThe Jobs Report Did What?
If events happen near each other, it doesn’t mean they’re related.
Read MoreEarly Warning? November Post
Pressures seem to be mounting. Internal Risk Gauge is viewed as High Risk, with correlations unsettled.
Read MoreYour Post-Election Brief, More Early Warning
Your Post-Election Brief Early Warning
Read MoreOpening Week 2025, An Economic Quick Take
Opening Week to The New Year 2025, An Economic Quick Take from a Distilled Perspective By Patrick T Bulger
Read MoreThe Best 1 Minute for All Investors
Now, Tell Us, Where’s the "Bull" Market...? Perspective Can Lead to Understanding, Dispelling The Hype.
Read MoreThe Data Warned You In Advance, Banks 2023
2023 had the bank failures of First Republic Bank, Signature Bank & Silicon Valley Bank, This report was issued in December 2022 warning of adverse conditions well before the actual events. Click "Get Started" to reach out.
Read MoreHappy Holidays!
Wishing you and your loved ones a magical and joyous holiday season! All the best!
Read MoreLe Swap de Grande? Le Swap Lagarde?
European Central Bank (ECB): Much larger than expected dollar swap event. Why?
Read More2 Keys Points for Every Investor
One: Any data/no data vs. deeply refined data, An under-experienced view derived from sub-par data could fail system efficiency. Experienced Data Fluency Matters. Two: Every Little-Leaguer that makes it to Major League Baseball is said...
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