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Nine Weeks Up, Watch the Bonds — TonyR + TonyB's Weekend Portfolio Commentary
This is how the two of us — TonyR and TonyB — are actually thinking about the portfolios right now.
May 31
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SQTC Squared T Capital Online
2
P3 Weekly Update — Midfielder Rebalance
Week 20 - Date: Friday, May 16, 2026 Portfolio: P3 — ETF Macro SPY: $739.17 · VIX: ~17
May 16
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SQTC Squared T Capital Online
1
P3 Weekly Update — The ETF Macro Team Is Doing Its Job
Date: Friday, May 8, 2026 Portfolio: P3 — ETF Macro Growth Allocation
May 9
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SQTC Squared T Capital Online
2
Weekly Update — All Three Portfolios (1, 2 & 3)
Week ending May 1, 2026
May 2
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SQTC Squared T Capital Online
1
Trade Alert: Portfolio 3 — Adding Commodities, Trimming Treasuries
A structural upgrade to Portfolio 3 - repositioning for a macro regime where inflation matters again
Apr 24
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SQTC Squared T Capital Online
2
Portfolio 3 — ETF Macro | Weekly Update
Think of P3 as a Team - Our MACRO TEAM
Apr 18
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SQTC Squared T Capital Online
5
Portfolio 3 — ETF Macro | Weekly Update
Bye Bye CORN: Not Working - Week Ending April 10, 2026 — Week 15
Apr 11
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SQTC Squared T Capital Online
1
Portfolio 3 | ETF Macro — New Monthly Allocation
What We Changed (And Why)
Apr 4
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SQTC Squared T Capital Online
5
Portfolio 3 — ETF Macro | Weekly Update
Holding the Line !!
Mar 28
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SQTC Squared T Capital Online
1
Portfolio 3 - ETF Macro | Weekly Market Update
Why We Expect a Violent Bounce Soon
Mar 21
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SQTC Squared T Capital Online
3
Portfolio 3 - ETF Macro | Weekly Update + Market Commentary
Four allocation changes made March 12:
Mar 14
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SQTC Squared T Capital Online
3
Portfolio 3 - ETF Macro | Weekly Update
Don’t Panic on Down Weeks - Week Ending March 7, 2026
Mar 7
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SQTC Squared T Capital Online
2
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