Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Markets rarely change leadership quietly. When they do, the first move almost always shows up in bonds.Right now, that signal is coming from long-duration Treasuries.The 20+ Year Treasury ETF is sitting at a critical inflection point. If TLT...

Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Sector rotation is the lifeblood of bull markets.

It’s not just a saying, it's how markets actually move. Leadership changes, money rotates, and ...

Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

There's a theme developing here, and I love it...

Back on January 22nd, when FedEx was trading below $310 per share, I entered a bullish call calendar spread in $FDX options. Shorted the March 350 calls and purchased an...

Precious metals have been on an absolute tear for nearly two years now, and there’s no point pretending otherwise. Since Gold entered a brand-new secular uptrend on March 4, 2024, this market has rewarded those who stayed with the trend and...