High-conviction insight on mispriced growth before the market catches on.
Dec 15, 2025
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13 min read
Why today didn’t come out of nowhere
Dec 17, 2025
5 min read
Tech Is Heavy. The Market Isn’t Broken.
3 min read
Markets feel worse than they are
Dec 16, 2025
6 min read
Chop now. Resolution soon. Don’t overthink it.
7 min read
An unpublished excerpt from a book I never planned to write
Dec 13, 2025
A post-close look at what actually changed this week — and what didn’t
Dec 10, 2025
The market finally showed its hand — and it wasn’t subtle.
Why I’m positioned in VLO, PSX, and XOM ahead of the next leg in the cycle.
Dec 9, 2025
Why tomorrow’s “hawkish cut” isn’t the threat investors think — and the rotations happening beneath the surface.
Dec 8, 2025
Apple Weakness, Yield Breakouts, and Why This Week Sets Up an Asymmetric January
Dec 6, 2025
16 min read
Why This Week Favors Operators Who Scale the Fear While Tourists Chase the Noise
Dec 4, 2025
2 min read
The market already crowned its last batch of disruptors. Here’s the list nobody’s talking about yet.