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The Clearest Sign of a Market Top
The Cerebras IPO looked exactly like one from the dot-com era. Bryan was on the CBOE fl...

May 18, 2026

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Why I’m Watching a “Boring” Band-Aid Stock
When you look at Kenvue (KVUE), you may see a boring consumer health company. I’m not s...

May 18, 2026

I Spent Three Days On the Ground in Costa Rica
A 1977 law put 95% of the country's beachfront off-limits to private buyers. We just go...

May 15, 2026

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Wake-Up Watchlist
The Custom AI Chip Boom Runs Through One Company.
Six companies on earth are designing custom AI chips at hyperscale. Google. Meta. OpenA...

May 15, 2026

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Are You Holding the Next Cisco?
AI requires enormous computing power. That means surging demand for semiconductors. But...

May 14, 2026

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The Pentagon Just Made A $99 million Bet on One Defense Supplier
There’s a building in Herndon, Virginia, where engineers monitor satellites that ...

May 14, 2026

While the Market Lost Its Mind, We Got Paid
Hot PPI dropped, futures reversed, and the financial media ran their "is the rally over...

May 13, 2026

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The Strait Of Hormuz Just Reshaped the Fertilizer Market.
There’s a stretch of water between Iran and the Arabian Peninsula about 90 miles ...

May 13, 2026

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Nobody’s Calling This An AI Stock
Copper just hit a new all-time high. The AI buildout runs through it, and Wall Street i...

May 12, 2026

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The Market’s About to Snap
I’ve never seen the Nasdaq this stretched. +5 ATR right now, and I don’t re...

May 12, 2026

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