Catching up
Daily Note
A midday email that covers US, European, Asian indexes. Stock trade ideas. Market sentiment charts and focus stocks to watch using various technical indicators. Erlanger short interest highlights. This is a comprehensive note that covers quite a lot of territory.
Sell the News, Buy the News
Buy? Sell?
Did Meta Just Capitulate On Its AI Plans?
Capitulation?
“Structural Transformation” – This Cycle’s “New Paradigm”
Structural Transformation
Hodl?
Wasn’t the plan to HODL?
Friday Bullet Points
Friday Bullet Points






