Market Thoughts

US Government as Venture Capitalist & Whale

US Defense Spending Is Only Going To Grow

3 hrs ago •

TREND LONG ASTS - Option Update +60,000%! Good Enough?

This Is Why I Love Options

22 hrs ago •

Look Mom, “6955!”

Month End Spies Higher

Oct 1 •

Consumer Lending Sector Is In Trouble

Falling Credit Quality Trumps Falling Credit Spreads

Oct 1 •

Blast From The Not-So-Distant Past

UNLOCKED PRO MARKET RECAP

Sep 30 •

IN FOCUS: AI SOFTWARE PLAYS - SOUN, INOD, PLTR, AI, GTLB and APP

If LLMs become commoditized and focus pivots to middleware and apps, what's the trade?

Sep 21 •

WE. ARE. THERE.

Let's go back before we go forward: review my calls on equities, bonds, gold, oil, dollar

Sep 19 •

TIME TO PROTECT IS NOW

Preparing you for possible Quant Quake

Sep 17 •

'HELL-BENT ON SPX $6666' ... ANXIOUSLY APPROACHING

This is your EVERYTHING AI TECH BUBBLE

Sep 16 •

Let’s go! Claim 20% off CHASE, CLUB or EDGE now!

BEFORE PRICES INCREASE IN OCTOBER!!

Sep 16

RECESSION RISK JUST GOT PULLED FORWARD, AGAIN

Employment Risks Bear Watching - so does real GDP output into end-of-year...

Sep 8 •

Friday Night Housekeeping

And MoneyShow Tuesday

Sep 6 •

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