Don’t Sell This Put
For the past two years the only question the market asked about AI spending was how big the number could get. Like a dog with…
Latest articles
The ETF Bid Can’t Get Past The Bouncer
Here is the part that doesn’t make it into the ETF flow tweet: a billion dollars just showed up, and it changed nothing. Three days…
Holding TSLA or META Into Earnings? Read This First.
The market wasn’t paying for promises this morning. It asked for proof of funds, and the AI complex couldn’t produce any. The premarket bid is…
Thinking About BTC? Put the Beer Down.
I know exactly what you’re doing right now. It’s football season Sunday. Trading volume is thinner than a gas station hot dog, and somewhere between…
8 Years Of Support. 5 Days Of Doubt.
There’s a trendline on Bitcoin that has held since 2018, with one clean exception. Price is sitting on it right now, and the only question…
Apple Is Just Peachy. That’s The Problem
Is the chip selloff the bond market repricing duration, or the stock market finally repricing AI capex? That’s the only question worth sitting with right…
