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
3 min read
Best Ideas for Week of 9/22
Sep 20, 2025
6 min read
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
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
Report 36 is out. PLUS, some views on the SP500 and tech stock divergence that I am seeing as we head into the pending September rate cut.
Sep 7, 2025
7 min read
Report 35 is out, plus a 48-hour Labor Day 30% off promotion and some market outlook notes from me on this 3-day weekend.
Aug 31, 2025
New 52 Week Highs and Reader Updates
Aug 29, 2025
A recap of the VF Corp position and what needs to happen to get us back to the Q125 highs.
Aug 28, 2025
Updates to memberships plus a discussion on: $ATRO, $OKLO, $HIMS, $RUSHA and why small caps now have my attention.
Aug 23, 2025
4 min read
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 22, 2025
9 min read
Notes on price-action highs.
Aug 19, 2025
2 min read
A double in the making.
Aug 18, 2025
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
13 min read
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
10 min read
November 10-14th, Phoenix, Arizona
Aug 6, 2025
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.
Aug 3, 2025
Updates for subscribers.
Jul 29, 2025
$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.
Jul 24, 2025
Quick notes on getting into a new $HIMS short-term trade this week.
Jul 22, 2025
A post on how to generate idea flow from the report ahead of time and what I look for in triggers to get an idea from an idea to execution.
Jul 21, 2025
Weekly video/podcast #77
Jul 18, 2025
1 min read
Momentum Names Rip This Week: $OKLO, $ASTS, $RKLB, $HIMS, $TSM, $PYPL PLUS Reader Q&A, charts of interest and NY Trip pics.....
Jul 17, 2025
Quick review of the report data use to executable positions.
Jul 14, 2025
