Table of Content Food for mind Market Overview Market Macro Back at record high ! Has market bottomed? Earnings strength Ray of hope, but not out of woods completely YTD Performance Upcoming Earnings ...
Table of Content PSA Market News Charts and Analysis Market Macro Ceasefire drives the market, but hurdles remain Inflation starting to inch up Good news among bad Market is pricing in progress Fed Fu...
Table of Content Market Macro De-escalate , Escalate , Escalate to de-escalate Don’t mix politics and portfolio Fear and Greed Index Sector Performance Stock Buys / Sells this week Portfolio Pizza Saa...
Table of Content Thoughts Conviction and Concentration Market News Charts and Analysis Market Macro Headline Driven Market Pressure at the pump Stay Calm and Sell Premium Fear and Greed Index A...
Table of Content Thoughts 13-F Insights (Super Investor moves) – Added more …. Daily Change (%) in ToS desktop Housekeeping Market News Charts and Analysis Market Macro Oil $90 –>$120 –...
Table of Content Thoughts 13-F Insights (Super Investor moves) – Check on your own stocks Thinking About Risk Anything wrong with this? Another way to think about risk Market Macro Ingredients for per...
Table of Content Thoughts Buy Now Get Now Market News Charts and Analysis Market Macro AI dominated the market Nvidia Earnings Software Vs Semiconductor AI Eating Labor Market Big Picture AI Proofing ...
Table of Content News / Charts Tariff certainty Impact of Tariff Revenue? Choices with administration Section 122: The “Emergency Stopgap” Section 301: The “Strategic Weapon” S...
Table of Content Thoughts When In Doubt Zoom Out News / Charts Rotation : Old Economy is new favorite Sector Performance Fear and Greed Index SaaSacre Drawdown in Application Software 30% drawdown Ret...