Archive

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

Boeing: Update into Q4

An update to Boeing as we head into end of year.

Sep 22, 2025

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9 min read

Rate Cut & BofA Fund Manager Survey

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

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12 min read

Trading Sardines 2.0

Breaking down the idea of trading momentum.

Sep 15, 2025

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5 min read

Episode 82: Rate Cuts, So Hot Right Now!

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.

Sep 10, 2025

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11 min read

$AFRM New 52 Week Highs & Updates

New 52 Week Highs and Reader Updates

Aug 28, 2025

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4 min read