Monthly Macro Report for August 2026

Here is the update on the various monthly models I track. This report is built for those very busy professionals that can’t look at the market much more than once a month but still want to avoid bear markets📉 and beat the market🚀. These models all trade very infrequently.

I keep track of only a few tried and true, time tested “Macro” data points. Those will keep you out of high inflation, rampant speculation and inform you of incoming poor economic conditions.

I have added a new section that tracks all the major ETFs for signs of MAJOR Tops and MAJOR Bottoms. I review all the charts. For long term investors this is a must see.

Let’s look at the models!

This model is a broad measure of how well the manufacturing industry. Why keep track of the manufacturing industry? Because it’s the single most sensitive area of the economy🏭. When manufacturing catches a cold🤒, it leads the stock market most of the time - the stock market gets sick shortly afterwards🤮.

The equity curve for the PMI model is shown, so you can see that it’s very good and it goes ALLLLLLL the way back to 1960.