Review every edition of the CCI Weekly Read and follow how
CCI interpreted market
developments, risks and
opportunities throughout the cycle.
Markets evolve week by week.
The archive allows members to revisit previous observations, track how conditions changed through time and compare
what CCI was seeing then with what ultimately occurred.
Together, these editions form a historical record of the Capital Cycle as it unfolded in real time.
Week Ending 8th November
When the Foundations Hold But
Confidence Fades
Week Ending 1st November
The Space Between Revovery
& Confirmation
Week Ending 25th October
The Crown and The Cracks
Week Ending 18th October
The Distance Between Evidence
and Permission
Week Ending 11th October
Expansion Without Conformation
Week Ending 4th October
The Cost of Being Late
Week Ending 28th September
Fuel Without Permission
Week Ending 20th September.
The Gap is Closing
Week Ending 13th September
Strength Without Confirmation
Week Endinng 6th September
Expansion Holds The Lead,
But Confirmation Still Leads The Decision
Week Ending 30th August
Evidence Is Improving.
Confirmation Still Leads.
Week Ending 23rd August
Improving Evidence, Unchanged Discipline
Week Ending 17th August
Waiting For Confirmation
Week Ending 9th August
Evidence Before Allocation
Week Ending 2nd August 2026
Confidence Being Tested
Liquidity Leads While Markets Search for Direction
Week Ending 26th July 2026
Confidence Being Tested
Macro Supportive, probability Stable
But Leadership Unresolved
Week Ending 19th July 2026
Confidence Being Tested
Evidence Continues to Suport
Disciplined Patience
Week Ending 12th July 2026
Confidence Being Tested
Remain aligned with Expansion, respect
Gold leadership, maintain discipline
Week Ending 5th July 2026
Confidence Being Tested
Expansion macro regime, but one characterised by restraint rather than aggressive risk-taking
Week Ending 28th June 2026
Confidence Being Tested
Remain aligned with the prevailing Expansion regime while resisting the temptation to front-run a leadership change.
Week Ending 21st June 2026
Confidence Being Tested
Leadership remains unresolved, conviction remains weak, and structural confirmation has not yet emerged.
Week Ending 14th June 2026
Constructive Macro Backdrop
Leadership Unresolved