New All Time Highs. Put Buyers Galore.
The S&P printed a fresh all-time high at 7,817 on Monday. SPY closed at 779.64, which is above the top of its own weekly expected…
Everyone’s attention today is on Samsung, which is expected to report a record tonight: ₩105 trillion, up roughly 763% from a year ago, with the chip division doing the heavy lifting.
The S&P printed a fresh all-time high at 7,817 on Monday. SPY closed at 779.64, which is above the top of its own weekly expected…
The cubes closed Friday near $750, within a whisker of its highs. Meanwhile roughly 7 in 10 stocks are trading below their 20- and 50-day…
NVDA closed the week at $234, poking above the top of its weekly expected move near $232. Friday’s candle faded from the open and it…
On Friday, the market got exactly the news it wanted. The September jobs report printed at +29k against a consensus of +90k. A big, soft,…
Nvidia is sitting at three-month highs on a thesis that needs basically everything to go right for the next two years. Morgan Stanley just told…
Micron printed $54 billion in revenue last quarter. Nearly 4x year-over-year. Net profit up more than 10x. Guidance well above consensus. Management said supply and…
Charts, credit, and real-world positioning for people who prefer an actual plan.

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

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

A timeless reminder that nothing is new, and you are not as smart as you think you are.
Same incentives. Same players. Same nonsense.
Feelings do not compound. Edge does.