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Oliver Buchannon
Connor Miller
Alts Aren’t Dead. They’re Boring. Big Difference.

Feb 13, 2026

•

3 min read

Alts Aren’t Dead. They’re Boring. Big Difference.

OTHERS.D is setting up like 2016 and 2019 — not 2022. Pay attention.

Connor Miller
Connor Miller

Asymmetric Setup

Energy Isn’t Done — These Are the Breakouts I’m Buying

Feb 13, 2026

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4 min read

Energy Isn’t Done — These Are the Breakouts I’m Buying

Positioning for the next leg of energy outperformance

Connor Miller
Connor Miller

Outside The Bubble

OUTSIDE THE BUBBLE

Feb 13, 2026

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3 min read

OUTSIDE THE BUBBLE

The weekly signal digest on emerging tech and capital shifts.

Connor Miller
Connor Miller
Business Models That Last (And Ones That Don’t)

Feb 12, 2026

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4 min read

Business Models That Last (And Ones That Don’t)

Great stories fade. Durable economics compound. ABIP Fundamentals Series — Part 4 of 12

Connor Miller
Connor Miller
ANCHOR Tuesday Is Live Starting Next Week!

Feb 11, 2026

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3 min read

ANCHOR Tuesday Is Live Starting Next Week!

AI changes workflows. It doesn’t erase infrastructure. A new weekly segment.

Connor Miller
Connor Miller
It’s Still One Trade

Feb 11, 2026

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4 min read

It’s Still One Trade

Software vs. Everything Else

Connor Miller
Connor Miller
Crypto Isn’t Dead — It’s Being Reset

Feb 10, 2026

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7 min read

Crypto Isn’t Dead — It’s Being Reset

Extreme apathy, HTF support, and where disciplined capital actually steps in - A lesson in trading the mean reversion bounce

Connor Miller
Connor Miller

Analysis

$TTAN added to the portfolio — Alpha Framework Thesis

Feb 10, 2026

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4 min read

$TTAN added to the portfolio — Alpha Framework Thesis

ServiceTitan: The OS for the Trades (and Why AI Makes It Stronger, Not Weaker)

Connor Miller
Connor Miller
Catalysts Don’t Mean Dates — They Mean Expectation Shifts

Feb 10, 2026

•

3 min read

Catalysts Don’t Mean Dates — They Mean Expectation Shifts

If you’re waiting on a calendar, you’re already late. ABIP Fundamentals Series — Part 3 of 12

Connor Miller
Connor Miller
How to Tell If a Company Is Actually Misunderstood

Feb 5, 2026

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4 min read

How to Tell If a Company Is Actually Misunderstood

Mispriced is common. Misunderstood is rare. ABIP Fundamentals Series — Part 2 of 12

Connor Miller
Connor Miller

Early Inflection

They’re Not Hiding the Playbook

Feb 4, 2026

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6 min read

They’re Not Hiding the Playbook

Why the market may force a scoop before it allows the score

Connor Miller
Connor Miller
This Is What “Before It Prints” Looks Like

Feb 4, 2026

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4 min read

This Is What “Before It Prints” Looks Like

A real-time case study in asymmetric conviction

Connor Miller
Connor Miller

Market Orientation

The Rolling Recession Nobody Wants to Admit Is Already Here

Feb 3, 2026

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4 min read

The Rolling Recession Nobody Wants to Admit Is Already Here

Why capital is quietly getting vacuumed out of the market

Connor Miller
Connor Miller
The 12-Question Filter I Run Before Buying Any Stock

Feb 3, 2026

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5 min read

The 12-Question Filter I Run Before Buying Any Stock

This isn’t a checklist. It’s a kill-switch. ABIP Fundamentals Series — Part 1 of 12

Connor Miller
Connor Miller

Investing Lessons

Why I’m Writing a Fundamentals Series

Feb 2, 2026

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3 min read

Why I’m Writing a Fundamentals Series

And why it has nothing to do with stock picks

Connor Miller
Connor Miller
Alpha Framework — Weekly Portfolio Update
LockSimple

Jan 30, 2026

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4 min read

Alpha Framework — Weekly Portfolio Update

Connor Miller
Connor Miller
Powell Wasn’t Hawkish.

Jan 28, 2026

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6 min read

Powell Wasn’t Hawkish.

That’s the Signal Everyone’s Missing.

Connor Miller
Connor Miller
The Fed Isn’t Cutting — It’s Re-Engineering the Game

Jan 27, 2026

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6 min read

The Fed Isn’t Cutting — It’s Re-Engineering the Game

If Trump names a BlackRock CIO as Fed Chair, this isn’t about rates. It’s about running the economy hot — consequences later.

Connor Miller
Connor Miller

Early Inflection

When Long-Term Capital Starts Showing Its Hand

Jan 27, 2026

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5 min read

When Long-Term Capital Starts Showing Its Hand

How to spot accumulation before the narrative catches up

Connor Miller
Connor Miller
The Yen Is Cracking — And That’s Not a Japan Problem

Jan 26, 2026

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5 min read

The Yen Is Cracking — And That’s Not a Japan Problem

The most under-appreciated risk sitting beneath global markets right now

Connor Miller
Connor Miller

Structural Shift

The ChatGPT Bull Market

Jan 25, 2026

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5 min read

The ChatGPT Bull Market

When hype replaces fundamentals, the edge is already gone

Connor Miller
Connor Miller

Portfolio Update

Alpha Framework — Weekly Portfolio Update (Jan 17–Jan 23)

Jan 24, 2026

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6 min read

Alpha Framework — Weekly Portfolio Update (Jan 17–Jan 23)

Connor Miller
Connor Miller
Why These Executives Chose Lemonade

Jan 23, 2026

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4 min read

Why These Executives Chose Lemonade

And What That Signals About the Future of Insurance

Connor Miller
Connor Miller

Market Orientation

The Most Important Chart This Week Isn’t Stocks. It’s The Dollar.

Jan 22, 2026

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4 min read

The Most Important Chart This Week Isn’t Stocks. It’s The Dollar.

Connor Miller
Connor Miller
Quick check-in — is this delivering value for you?
LockSimple

Jan 20, 2026

•

1 min read

Quick check-in — is this delivering value for you?

Connor Miller
Connor Miller
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Alpha Before it Prints

High-conviction insight on mispriced growth before the market catches on.

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