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Sep 15, 2025
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Sep 18, 2025
12 min read
Article 83: We discuss the rate cut, Mag 7 concerns, $INTC up +30%, Portfolio construction views, $OKLO & $TSLA trades plus a review of the FMS data from this week with commentary.
Article of The Week
Breaking down the idea of trading momentum.
Sep 10, 2025
11 min read
Is The $SPY in trouble or is this opportunity? Plus, $ORCL rips +40%, $NVDA follows while other Mag 7 names lag and trade lower, $ATRO +40% since our report and more this week.
Report 36 is out. PLUS, some views on the SP500 and tech stock divergence that I am seeing as we head into the pending September rate cut.
Aug 31, 2025
Report 35 is out, plus a 48-hour Labor Day 30% off promotion and some market outlook notes from me on this 3-day weekend.
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