🍔Why We Continue to Hold, Despite War

We think a resolution to the war with Iran is coming soon

Mar 8

22

1

6

🍔Crowded Trade Unwind

Nvidia earnings results was "sell the news" again

Mar 1

13

9

February 2026

🍔AI Capex Overheated

Shock absorbers removed from the market. Know when to sit on hands and avoid overtrading.

Feb 22

13

4

🍔AI is Displacing the World

Super Bowl ad spending is a contrarian indicator

Feb 15

17

7

🍔New Trade Entered

The Death of Software is here

Feb 8

18

7

🍔Gold and Silver Melting

Plus: Deep dive into Kevin Warsh, the next Fed Chair...

Feb 1

25

9

January 2026

🍔2 Crises This Week

Greenland invasion and tariffs; Japan bond market crash

Jan 25

19

7

🍔Software Companies are In Trouble

Small cap stocks successful break out, SPX and tech fail

Jan 18

21

9

🍔Indexes Breaking Out! Time to Buy!

The bull market continues; all-time highs incoming

Jan 11

21

10

🍔Our 2025 Performance: +23%

Beating the S&P500 with lower risk. Better than buy-and-hold!

Jan 8

9

2

1

🍔Gold and Silver Lose Shine

Plus: Venezuela incursion is not what it seems

Jan 4

27

8

December 2025

🍔War on Christmas

Santa rally came just in time

Dec 28, 2025

24

1

11