Archive

Dive into a collection of past posts and rediscover timeless content.

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

This week we should get more rotation + a new Mag 7 short idea.

Jul 13, 2026

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4 min read

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

Jul 12, 2026

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14 min read