2nd Quarter 2026 Wrap Up: Equity Overview & Rambus Chartology with Tim Caban
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Solari Report
2nd Quarter 2026 Wrap Up: Equity Overview & Rambus Chartology
with Tim Caban
“If the intervention doesn’t work, the spillover effects [for long-term Treasuries] … would be significant. So strap in.”
~ Daleep Singh, chief global economist at PGIM
Weekly Solari Report
2nd Quarter 2026 Wrap Up: Equity Overview & Rambus Chartology
August 11, 2026
This quarter’s Equity Overview with Catherine Austin Fitts and Tim Caban begins with a strategic question: “Which is more important to you—the current value of your assets, or whether those assets will continue to be yours?”
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Around the 1:51 mark, regarding the “Why? Diversification.” amnesia, I would ask:
If you are sending this off to Larry Fink for diversification, what are we paying *you* for?
ERISA and the creation of the defined contribution plan was really a silent coup.
Yes. Part of moving management of family wealth out of the family and into institutionally controlled hands.