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Dive into a collection of past posts and rediscover timeless content.
SP500 Getting Frothy, Mag 7 Concerns and The 3 F's: Fads, Frauds Failures.
Sep 25, 2025
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9 min read
Compass real estate and Anywhere real estate merger.
Sep 23, 2025
5 min read
An update to Boeing as we head into end of year.
Sep 22, 2025
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.
Sep 18, 2025
12 min read
Breaking down the idea of trading momentum.
Sep 15, 2025
