Welcome to MoatPeak — the weekly macro story, decoded
What this is, what it isn't, and where to get the daily edge.
Most market commentary tells you what happened. We’re more interested in what it means — which forces are actually driving the tape, what’s fragile underneath a green week, and where the narrative and the numbers disagree.
MoatPeak is an independent research desk. Each week we publish a free Macro Letter here: the regime read, as a story you can actually follow. Between letters, we post Decoded — short explainers that take one chart or one idea and make it plain.
This is the narrative layer. The daily Daily Compass, the levels, the targets, the model portfolios and our current best ideas live at moatpeak.com — that’s the desk’s working product. Here, you get the thinking in public, for free.
Subscribe to get the Weekly Macro Letter in your inbox. If you want the daily edge, you’ll find your way to moatpeak.com soon enough.
Educational research only — not investment advice. MoatPeak Group, UAB.