Precious metals are finally breaking out relative to equities.
For the past year and a half, precious metals have done exactly what real bull markets are supposed to do: they’ve rewarded patience, punished disbelief, and steadily rotated leadership toward risk.
Well, I'd like to hear from you to tell me how good.
I've spent the past few weeks reflecting on my own trading transformation in 2025—the wins, the lessons, the shifts in confidence and approach. But I'm...
Today's trade is in a name that has been synonymous with the A.I. Bull Market. A company that has been the chief beneficiary of all the spend coming into the space.
My bet today is taking advantage of low volatility in the options to get...
The credit card business has always been a good business. Collecting fees on every swipe where the vast majority of transactions are done via credit card? Sign me up.
Clearly it's been good for American Express and it appears to be getting...
Base metals are entering a brand-new primary uptrend.
This entire year, we’ve been pounding the table on one idea: investors are wildly underestimating the structural shift unfolding inside base and industrial metals.
A fresh rate cut ignited risk appetite everywhere, and the momentum is feeding on itself.
Markets finally got the catalyst they’d been waiting for.
The Federal Reserve cut rates yesterday, and the reaction was immediate: shorts scrambling, risk assets ripping, and a full-blown squeeze that’s only accelerating today....
“Ending is better than mending.” — Aldous Huxley, Brave New World
Huxley wasn’t talking about the Federal Reserve, but he may as well have been.We’ve entered a market regime where policymakers would rather pump, patch,...
There were no S&P 500 earnings reactions on Wednesday, but we saw one of the strongest earnings reactions of the season in a name you've probably never heard of.
Photronics $PLAB isn’t a name most investors think of when discussing...
