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GET SHORTY.
"It's Still Early."
May 20 • Macro Charts
APPETITE FOR DISTRIBUTION.
“Wall Street Never Changes…”
May 17 • Macro Charts
STORM'S COMING.
Battening down the hatches.
May 15 • Macro Charts
GO INTO THE LIGHT
OFFENSE vs. DEFENSE.
May 13 • Macro Charts
“It’s Going To Be Crazy.”
This Will Be Fun… And Might Hurt A Little.
May 10 • Macro Charts
Then Stocks Quietly Topped…
Perfect setups are very rare — BE READY.
May 3 • Macro Charts
PORTFOLIO UPDATE: SIGNALS IN MOTION.
Risks Building, Updated Plan, and much more.
Apr 30 • Macro Charts
Market Update: Everything I'm Watching Here.
Risks Building, Updated Plan, and much more.
Apr 29 • Macro Charts
Macro Charts
Macro Charts
30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.
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