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One of the best ways to read the market is by watching where money is moving.

Capital flows tell you who’s leaning in, who’s sitting back, and how much risk investors are willing to take.

A favorite tool I use for this is the Consumer...

Alfonso's Daily Note
Alfonso

Risk appetite is alive and well. Every dip gets bought — buyers are stepping in immediately, and pullbacks have been scarce and shallow.

Lately, it’s not just about buying stocks that are going up — it’s about buying the ones going up the most...

Alfonso's Daily Note
Alfonso

Just wrapped up an incredible three days in Toronto with the ASC crew and friends for the Portfolio Accelerator conference.

Every four months we get together, share ideas, sharpen our process, and push each other to get better.

One of the...

Alfonso's Daily Note
Alfonso
ASC