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Big earnings ahead this week for names in this report and Mag 7 names report as well which are a concern....

Jul 26, 2026

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13 min read

A new idea inside.

Jul 20, 2026

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1 min read

Earnings season begins, CPI and insights for this weeks letter inside.

Jul 20, 2026

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12 min read

Plus updates to my current

Jul 20, 2026

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5 min read

A new idea inside.

Jul 14, 2026

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1 min read