Ralph Vince's Letter

Ralph Vince's Letter

Melt-Up

I can't believe it either

Ralph Vince's avatar
Ralph Vince
Feb 03, 2026
∙ Paid

Being only 43 days into a period where we need 90 days to elapse until we can enter a period of Extreme Vulnerability, despite the feeling this high up on the wire that we’re about to fall, and despite the crash in the safer-haven assets, stocks look very poised for a melt-up. And like I said, I can’t believe it either. I keep thinking we’re in a 2018-t…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Ralph Vince · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture