Uploaded August 2026 | Updated September 2026, 3 weeks ago
"2nd Quarter 2026 Wrap Up: Equity Overview & Rambus Chartology with Tim Caban"
Join us on Telegram: https://t.me/solarireport
This week, financial planner Tim Caban and I present the Equity Overview & Rambus Chartology for the 2nd Quarter 2026 Wrap Up.
We start by posing a strategic question: “Which is more important to you—the current value of your assets, or whether those assets will continue to be yours?” This is a question that every one of us needs to deeply consider.
Tim and I then take a look at this quarter’s Rambus Chartology and what it tells us about market valuations. Special thanks to Rambus for the wealth of charts and technical analysis he provides each quarter. If you are following the stock and commodities markets, we recommend this special quarterly piece as well as his excellent website.
We also take note of recent remarks by Jeremy Grantham about historical bubbles. Noting that “Profit margins are probably the most mean-reverting series in finance, and if profit margins do not mean-revert, then something has gone badly wrong with capitalism,” Grantham warns, “Every great bubble in history has broken—there are no exceptions.”
Grantham is right; however, the financial tools now gathering with distributed ledger technology to extend the current bubble are formidable. We have been covering and documenting these extensively at the Solari Report this year. This is one of many reasons you want to make sure to read the Wrap Up on Programmable Money we just published in PDF form. (We will be mailing hard copies to Print + Digital subscribers after Labor Day.)
“Perpetual war” is front and center in our discussion of current trends. To bolster the dollar system, the U.S. is leading an effort to control energy supplies worldwide, no matter the harm to the global economy. In the push to shift global citizenry into the dollar system and the U.S. stock and bond markets, the U.S. fiscal machine is unleashing a tsunami of stimulus that is benefiting defense and control grid stocks and facilitating more plunder. Tim and I look at the dollar system (does the U.S. dollar remain dominant but dangerous?), sectors (such as value vs. momentum and small/midcap vs. large cap), and the private equity/private credit implosion and its impact on the insurance industry.
Finally, we review allocation choices and options. With the various steps Mr. Global is taking to implement programmable money and assets and to use programmability as an instrument of surveillance and social control, we believe it is more essential than ever to withdraw support from the control grid (see Coming Clean). How do you know where the money in your 401(k), IRA, and savings is really going? We discuss steps you can take.
We also continue to emphasize the importance of steadily increasing your personal and household resilience, of prioritizing analog and responsible digital technologies, as well as getting legislative consumer protections in place. As the Solari team works to revise and launch updated model legislation, we invite you to join in—there is much opportunity in the next round of state legislative sessions after the midterm elections.
Full Report: solari.com/2nd-quarter-2026-wrap-up-equity-overview-rambus-chartology-with-tim-caban
Subscribe to shop.solari.com
"2nd Quarter 2026 Wrap Up: Equity Overview & Rambus Chartology with Tim Caban"
Join us on Telegram: https://t.me/solarireport
This week, financial planner Tim Caban and I present the Equity Overview & Rambus Chartology for the 2nd Quarter 2026 Wrap Up.
We start by posing a strategic question: “Which is more important to you—the current value of your assets, or whether those assets will continue to be yours?” This is a question that every one of us needs to deeply consider.
Tim and I then take a look at this quarter’s Rambus Chartology and what it tells us about market valuations. Special thanks to Rambus for the wealth of charts and technical analysis he provides each quarter. If you are following the stock and commodities markets, we recommend this special quarterly piece as well as his excellent website.
We also take note of recent remarks by Jeremy Grantham about historical bubbles. Noting that “Profit margins are probably the most mean-reverting series in finance, and if profit margins do not mean-revert, then something has gone badly wrong with capitalism,” Grantham warns, “Every great bubble in history has broken—there are no exceptions.”
Grantham is right; however, the financial tools now gathering with distributed ledger technology to extend the current bubble are formidable. We have been covering and documenting these extensively at the Solari Report this year. This is one of many reasons you want to make sure to read the Wrap Up on Programmable Money we just published in PDF form. (We will be mailing hard copies to Print + Digital subscribers after Labor Day.)
“Perpetual war” is front and center in our discussion of current trends. To bolster the dollar system, the U.S. is leading an effort to control energy supplies worldwide, no matter the harm to the global economy. In the push to shift global citizenry into the dollar system and the U.S. stock and bond markets, the U.S. fiscal machine is unleashing a tsunami of stimulus that is benefiting defense and control grid stocks and facilitating more plunder. Tim and I look at the dollar system (does the U.S. dollar remain dominant but dangerous?), sectors (such as value vs. momentum and small/midcap vs. large cap), and the private equity/private credit implosion and its impact on the insurance industry.
Finally, we review allocation choices and options. With the various steps Mr. Global is taking to implement programmable money and assets and to use programmability as an instrument of surveillance and social control, we believe it is more essential than ever to withdraw support from the control grid (see Coming Clean). How do you know where the money in your 401(k), IRA, and savings is really going? We discuss steps you can take.
We also continue to emphasize the importance of steadily increasing your personal and household resilience, of prioritizing analog and responsible digital technologies, as well as getting legislative consumer protections in place. As the Solari team works to revise and launch updated model legislation, we invite you to join in—there is much opportunity in the next round of state legislative sessions after the midterm elections.
Full Report: solari.com/2nd-quarter-2026-wrap-up-equity-overview-rambus-chartology-with-tim-caban
Subscribe to shop.solari.com
