Swami Weekly Wrap: April 13, 2026 [Dollar buy signal]

Hi Swami Subs,

After two straight weeks of aggressive upside in equities, the tone is starting to shift beneath the surface. The headline move looks strong—but internally, signals are getting more selective.

The biggest development this week: a confirmed buy signal in the U.S. Dollar, while several equity factors are pushing into levels that have historically been better for trimming than adding.

At the same time, Swami All-Equity is resetting positioning after a difficult stretch, as energy/inflation exposures paused while broader equities surged. If markets begin to transition back into a more trend-driven environment, that reset may prove important.