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🍔Could Oil Go To $200?
Our tactical dip-buys made a small profit
6 hrs ago
🍔Why We Continue to Hold, Despite War
We think a resolution to the war with Iran is coming soon
Mar 8
🍔Crowded Trade Unwind
Nvidia earnings results was "sell the news" again
Mar 1
🍔AI Capex Overheated
Shock absorbers removed from the market. Know when to sit on hands and avoid overtrading.
Feb 22
🍔AI is Displacing the World
Super Bowl ad spending is a contrarian indicator
Feb 15
🍔New Trade Entered
The Death of Software is here
Feb 8
🍔Gold and Silver Melting
Plus: Deep dive into Kevin Warsh, the next Fed Chair...
Feb 1
🍔2 Crises This Week
Greenland invasion and tariffs; Japan bond market crash
Jan 25
🍔Software Companies are In Trouble
Small cap stocks successful break out, SPX and tech fail
Jan 18
🍔Indexes Breaking Out! Time to Buy!
The bull market continues; all-time highs incoming
Jan 11
MKTCONTEXT
MKTCONTEXT
Weekly deep dives on the economy and stock markets. By a professional investor who has managed a $5B fund. Learn exactly how we time the market.

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