Wall Street bull and bear frenzy

“My systems don't read Twitter. That alone accounts for most of the alpha.”
— THE MOLE

Latest

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 two months were revised up by a combined 84,000. In most regimes, that’s…

The Mole  /  Nov 6, 2026  /  8 min read

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Latest articles

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

Market Outlook

The Binance crash had a head start

Well that didn’t take long! The past week has been full of emergency patches and breaches, and it was only a matter of time until…

The Mole  /  Oct 30, 2026  /  9 min read

Market Outlook

The worst print reaction since 2004

Alphabet doubled cloud revenue and still got almost 13% knocked off the stock in a single session. It closed at $283, about 1% above its…

The Mole  /  Oct 29, 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