INDEPENDENT MARKET ANALYSIS & EDUCATION

Markets speak in patterns. I translate them into decisions you can trust.

For 15+ years I've studied how equities, macro forces, and digital assets actually move — not how headlines say they move. My work turns that into research, education, and direct guidance for people who want clarity instead of noise.

MARKET CYCLE FRAMEWORK Illustrative model
Accumulation Markup Distribution Markdown
Framework used in client education sessions Not a price forecast
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Years reading markets
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Professional certifications
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Years as an independent analyst
Julia Schmitz, independent market analyst and financial educator, in a white tailored blazer
FOCUS
Equities · Macro · Digital Assets
ABOUT JULIA

Analysis built on pattern recognition, not prediction.

I started as an investment research analyst in 2013, moved through market research at a capital markets firm, and have worked as an independent global markets analyst since 2019. Along the way I picked up a Chartered Market Technician designation and certifications in financial modeling and digital-asset analysis — but the real education has come from tracking cycles across equities, macro, and crypto long enough to see the patterns repeat.

Today that work shows up in three places: independent research, client education, and one-on-one consultations for people who want a second, disciplined perspective on their own market thinking.

Read the full background
AREAS OF FOCUS

Where the research concentrates.

Six interconnected fields, studied together rather than in isolation — because markets rarely move one at a time.

01 — MACRO

Global Macro Analysis

Reading rate cycles, currency flows, and policy shifts for how they ripple into asset prices.

02 — EQUITIES

Equity-Market Research

Sector rotation, earnings cycles, and positioning across major indices and individual names.

03 — DIGITAL ASSETS

Cryptocurrency & Bitcoin

On-chain trends, liquidity cycles, and how digital assets behave relative to traditional markets.

04 — METHOD

Technical & Fundamental Analysis

Chart structure paired with the underlying fundamentals — neither read in isolation.

05 — DISCIPLINE

Risk Management

Position sizing and downside planning as the foundation of every piece of analysis.

06 — CONTEXT

Cross-Asset Relationships

How equities, rates, commodities, and crypto move in relation to one another — the signals in between.

WORK WITH JULIA

Three ways to connect and collaborate.

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01

Private Consultation

A focused conversation about your portfolio thinking, risk exposure, and current market positioning.

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02

Market Commentary

Ongoing macro, equity, and digital-asset commentary shared on a regular cadence.

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03

Workshops & Speaking

Live or recorded sessions teaching the frameworks behind the research, for teams or communities.

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CLIENT PERSPECTIVES

What clients say after working together.

Julia's framework for reading market cycles changed how I think about position sizing entirely. It's calm, structured analysis — not hype.
— Portfolio Manager, Private Client
I've sat through a lot of market commentary. Hers is the first that actually explained the "why" behind digital-asset cycles in a way I could apply.
— Independent Investor
The consultation was worth months of reading on my own. Direct, specific, and grounded in risk management first.
— Market Commentary Subscriber
MEDIA & SPEAKING

Live workshops, guest commentary, and podcast appearances.

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Ready for a clearer read on your portfolio?

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