Tuesday was another busy day in earnings season, and the market kept making new highs, absorbing new information, and separating real leadership from everything else.

We received 33 fresh earnings reactions, and the results were far from one-...

Hello again, Spirit Animals.

I listened to my gut today. It told me not to buy into a stock I had my eye on. Wait. Better prices are coming.

It was right. I got positioned later in the day at much better levels.

Feels relevant,...

If you’ve been reading my notes lately, it shouldn’t come as a surprise — I’ve been steadily adding crypto exposure to my portfolio.

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Monday was a quieter day on the surface, but the Beat Sheet still gave us a clean read on earnings sentiment.

We got fresh earnings reactions from four S&P 500 components.

These came from industry groups, including farm products,...

When you go back and study every bull market over the past century, one thing shows up again and again — Technology tends to be one of the most consistent leadership groups.

And that pattern is starting to show up again.

Friday kicked off the new month with another gap to fresh all-time highs for the S&P 500, and earnings season kept feeding the tape with new information. 

We got fresh reactions from 29 components of the index, and the split was almost...