Wanna Be A Baller, Top Caller.

Govt Shutdown, Gold New Highs, October Rate Cut, $META Short, $COIN Long and a Review of $ETSY Buybacks, Short Interest and More!!

Everyone Loves AI, Until They Don't.

SP500 Getting Frothy, Mag 7 Concerns and The 3 F's: Fads, Frauds Failures.

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.

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.

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.

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.

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

Fall Conference 2025

November 10-14th, Phoenix, Arizona

Best Idea This Week

Quick updates on $PYPL, $GNRC and then some notes on generating short-ideas on the broad market indices when certain situations set-up to allow for it.

Episode 78: Nobody Cares About Macro.

$ETSY Triggers, $OKLO makes new all time highs and then $HIMS goes +17% in one day. This week we look at why idea flow matters and then cover the different trades from the report this week plus the weekly members Q&A.

Trading Momentum Flows

Weekly video/podcast #77

Investing With LEAPS

Long Term Investing

Small Account Trading

The SAT Educational Lectures

NetFlix Earnings & Updates.