Wall Street bull and bear frenzy

“If your trading system needs you to be smart, it's not a system. It's a liability.”
— THE MOLE

Latest

Retail Has Left the Building

I’ve been tracking Google search interest in bitcoin against BTC price for years now. Given what we know about retail behavior, the picture isn’t exactly shocking, but it’s useful to see it laid out over six years.

The Mole  /  Nov 9, 2026  /  8 min read

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Latest articles

Market Outlook

Catching knives is expensive. Wait for this signal

Micron’s bull case is a DRAM shortage that runs through 2031. Micron’s stock just closed the week near $690, about 16% below the bottom of…

The Mole  /  Nov 8, 2026  /  9 min read

Market Outlook

Good News, Bad Medicine.

The economy added 165,000 jobs in October, against roughly 65,000 expected. Unemployment came in at 4.1%, wages rose 0.4% on the month, and the prior…

The Mole  /  Nov 6, 2026  /  9 min read

Market Outlook

Long XRP? Don’t be exit liquidity

XRP is up about 4% this week, and the crypto feeds are busy explaining why. Some credit Ripple’s final OCC approval for a national trust…

The Mole  /  Nov 5, 2026  /  9 min read

Market Outlook

AMD’s best quarter ever. Nobody’s buying.

AMD just reported the biggest quarter in its history. Data center revenue nearly doubled. And…. the stock is down more than 20% in a month.

The Mole  /  Nov 4, 2026  /  9 min read

Market Outlook

BTC At An Inflection Point

The rotation calls are back. Every major closed green today, ETH and INJ led the pack, and BTC dominance is reportedly slipping toward 60%. So…

The Mole  /  Nov 3, 2026  /  9 min read

Market Outlook

QQQ Is Hiding A Pile-Up

QQQ closed Friday at $690, roughly 1.6% above its blue 200-day SMA, after a 3.5% flush. Which means every dip-buying thread on the internet now…

The Mole  /  Nov 2, 2026  /  9 min read

Systems

Expected move vs. reality

Charts, credit, and real-world positioning for people who prefer an actual plan.

Crypto

Same scams, new narratives

Charts, credit, and real-world positioning for people who prefer an actual plan.

Macro

The everything bubble, again

Charts, credit, and real-world positioning for people who prefer an actual plan.

From the dungeon

Older posts that made us cringe.

Reset your market perspective

A timeless reminder that nothing is new, and you are not as smart as you think you are.

Nov 15, 2019

The game hasn’t changed

Same incentives. Same players. Same nonsense.

Apr 3, 2018

Why systems beat opinions

Feelings do not compound. Edge does.

Jan 10, 2016