The Macro Dashboard
Weekly public macro dashboard summary: KISS, liquidity cycle, and Gavekal regime. No personal allocations or private portfolio data.
npub1ggv37sg25hqdshukg73euewe4v0rtynasxgeemlk3tqltwzc3qvqekc8ey Inspect the live diagnostics behind the portfolio regime, subscribe to allocation updates, or use the public JSON feeds in your own tools.
View VT, bitcoin, and the GLD/GLDM gold proxy with 50-week and 200-week averages and current projected valuation zones.
Get the weekly Tax Deferred summary and immediate alerts about confirmed Tax Deferred portfolio allocation changes by email. No spam, unsubscribe anytime.
Weekly public macro dashboard summary: KISS, liquidity cycle, and Gavekal regime. No personal allocations or private portfolio data.
npub1ggv37sg25hqdshukg73euewe4v0rtynasxgeemlk3tqltwzc3qvqekc8ey Public portfolio allocation change alerts from The Macro Dashboard. Posts only when model allocations change.
npub150fv78pdf2w6xxl732jzew2vta2nkwsgds0cverg62xtxd9ggk4s4ftjs0 These readings explain the current tax-deferred KISS regime. The portfolio page keeps the decision summary; the detail lives here.
Risk-on evidence leads 68% to 32%. Reflation is the confirmed regime.
The site publishes one complete build snapshot and one compact portfolio-target contract. Both identify the exact model snapshot they represent.
The current KISS methodology is kiss-2.3.0. The compact target contract includes both portfolios, stable decision revisions, current target weights, and percentage-of-maximum-exposure multipliers. See the methodology and change record for input roles, conventions, cadence, and limitations.
The taxable target remains a provisional research overlay for the 60% stocks / 30% gold / 10% Bitcoin model portfolio. Consumers must process its decision revision idempotently, apply account-specific tax-lot review, and must not turn ordinary market drift into an automatic sale.
| Name | URL | Use |
|---|---|---|
| Complete dashboard snapshot | /data/dashboard.json | The exact portfolio, history, macro context, source-health, and editorial snapshot used to build this site. |
| Portfolio targets | /data/portfolio-targets.json | Small integration contract for the current tax-deferred and taxable KISS targets. |
A Google Sheet can pull the current tax-deferred allocation and turn it into target dollar amounts for a real portfolio. This example uses portfolio-targets.json.
B1.=KISS_ALLOCATIONS($B$1) in A3. Format the Target % column as percent and Target $ as currency.Target $ - Current $. For example, if Target $ is in D4 and Current $ is in F4, use =D4-F4.function KISS_ALLOCATIONS(portfolioValue) {
const total = Number(portfolioValue || 0);
const url = 'https://themacrodashboard.com/data/portfolio-targets.json';
const res = UrlFetchApp.fetch(url, { muteHttpExceptions: true });
const data = JSON.parse(res.getContentText());
const rows = [['Asset', 'Symbol', 'Target %', 'Target $', 'VAMS']];
data.portfolios.taxDeferred.assets.forEach((row) => {
rows.push([
row.key,
row.symbol,
row.targetWeight,
total * row.targetWeight,
row.state,
]);
});
return rows;
} The JSON target weights are model outputs, not account-specific advice. Sheets should treat missing/stale data as unavailable, and humans should decide whether and how to trade.