“If you need conviction to hold a position, you don't have a system. You have a religion.”
— THE MOLE
Micron reports after the close tonight. Normally I wouldn’t build an entire email around a single earnings print, but this one lands at a spot where two things line up in a way that doesn’t happen often: a real question…
Yes, I’m back. And there’s absolutely no way I’m catching up on two months of market whiplash, tariff hysteria, AI euphoria, and whatever else CNBC is filling increasingly diminishing airtime with these days. Truthfully, it’s very easy to get sucked…
Alright, before the comment section collapses under its own weight and my loan shark files a missing persons report, let me surface for air. Yes, I’m alive. No, I didn’t get abducted, defenestrated, or spiritually enlightened. I’ve just been buried…
