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

Episode 81: Jackson Hole & Small Caps

Episode 81: Jackson Hole & Small Caps

A week of red and fears into Jackson Hole, Plus charts on $ATRO, $OKLO, $HIMS and then some commentary on the top stock market headlines this week.

Aug 21, 2025

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9 min read

Astronics: Turnaround to Growth

Astronics: Turnaround to Growth

A double in the making.

Aug 18, 2025

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3 min read

Episode 80: Thematic Playbook

Episode 80: Thematic Playbook

This week we cover Thematic trades into The Fed Rate Cut, Talk About Market Headlines, A Few Charts and Reader Q&As.

Aug 14, 2025

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13 min read

Episode 79: Earnings Disclocations

Episode 79: Earnings Disclocations

Review of trades in $AFRM, $EXPE and $OKLO, PLUS: $PYPL and Trade Desk Earnings, The Return of M&A & Then My Q2 Letter to Investors & Clients

Aug 8, 2025

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10 min read

Fall Conference 2025

Fall Conference 2025

November 10-14th, Phoenix, Arizona

Aug 6, 2025

•

3 min read

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