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Dive into a collection of past posts and rediscover timeless content.
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
Breaking down the idea of trading momentum.
Sep 15, 2025
5 min read
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
11 min read
New 52 Week Highs and Reader Updates
Aug 28, 2025
4 min read
A recap of the VF Corp position and what needs to happen to get us back to the Q125 highs.
Aug 27, 2025
16 min read
