𝙈𝙤𝙣𝙙𝙖𝙮’𝙨 𝘽𝙤𝙪𝙣𝙘𝙚: 𝙄𝙨 𝙩𝙝𝙚 𝙈𝙖𝙧𝙠𝙚𝙩 𝘽𝙧𝙖𝙘𝙞𝙣𝙜 𝙛𝙤𝙧 𝙏𝘼𝘾𝙊 𝙏𝙪𝙚𝙨𝙙𝙖𝙮?
The "Monday Win" is becoming a familiar pattern in 2026, but the air in the market feels heavy with anticipation. While the indices turned green to start the week, the gains felt like a... Show More
𝙏𝙝𝙚 "𝙒𝙚𝙨𝙩 𝘾𝙤𝙖𝙨𝙩" 𝙋𝙡𝙖𝙮𝙗𝙤𝙤𝙠: 𝟯 𝙎𝙩𝙚𝙥𝙨 𝙩𝙤 𝙊𝙪𝙩𝙨𝙢𝙖𝙧𝙩 𝙖 𝙑𝙤𝙡𝙖𝙩𝙞𝙡𝙚 𝙈𝙖𝙧𝙠𝙚𝙩
In the 1970s, a simple mistake by Cincinnati Bengals tight end Bob Trumpy changed football forever. He lined up on the wrong side of the line, scurried to the correct spot,... Show More
Q1 is done, and what a quarter we had.
The year started wery well, with my thesis of rotation to hard assets finally unfolding. Then the Iran conflict started and the market went of track.
Even so portfolio YTD sits above 5%. Is still down from where is was before the conflict, but still outperforms... Show More
Iran's president, Masoud Pezeshkian, reportedly reiterated that the Middle Eastern country is ready to end the war but would need guarantees.
The country expects certain requirements to be met, “especially the essential guarantees to prevent the recurrence of aggression,” Pezeshkian told the President... Show More
𝙎𝙩𝙖𝙜𝙛𝙡𝙖𝙩𝙞𝙤𝙣 𝙁𝙚𝙖𝙧𝙨 & 𝙏𝙝𝙚 "𝙏𝙬𝙞𝙩𝙩𝙚𝙧" 𝘾𝙚𝙞𝙡𝙞𝙣𝙜: 𝙒𝙝𝙮 𝙩𝙝𝙚 𝙈𝙤𝙣𝙙𝙖𝙮 𝙍𝙖𝙡𝙡𝙮 𝙁𝙞𝙯𝙯𝙡𝙚𝙙
The "Monday Melt-up" pattern—a trend we've seen since the Iran War began—finally broke today. Despite an early morning spark from the White House,... Show More
𝙀𝙣𝙚𝙧𝙜𝙮’𝙨 𝙍𝙚𝙣𝙖𝙞𝙨𝙨𝙖𝙣𝙘𝙚: 𝙒𝙝𝙮 𝙩𝙝𝙚 "𝙐𝙣𝙡𝙤𝙫𝙚𝙙" 𝙏𝙧𝙖𝙙𝙚 𝙤𝙛 𝟮𝟬𝟮𝟱 𝙞𝙨 𝙩𝙝𝙚 𝘼𝙡𝙥𝙝𝙖 𝙤𝙛 𝟮𝟬𝟮𝟲
The hallmark of a great strategy isn't timing the market—it’s having the courage to buy high-quality companies when they are "unloved." In 2025,... Show More
𝙏𝙝𝙚 𝙀𝙣𝙚𝙧𝙜𝙮 𝙎𝙝𝙤𝙘𝙠 𝙤𝙛 𝟮𝟬𝟮𝟲: 𝙒𝙝𝙮 𝙃𝙞𝙜𝙝 𝙊𝙞𝙡 𝙋𝙧𝙞𝙘𝙚𝙨 𝙖𝙧𝙚 𝙩𝙝𝙚 "𝙉𝙚𝙬 𝙉𝙤𝙧𝙢𝙖𝙡"
The investment landscape has shifted beneath our feet. For the past decade, we’ve lived in an era of abundant, relatively cheap energy. But as we move through March 2026,... Show More
𝙏𝙝𝙚 $𝟰𝟮 𝙈𝙞𝙡𝙡𝙞𝙤𝙣 𝙇𝙚𝙨𝙨𝙤𝙣: 𝙒𝙝𝙮 𝙈𝙖𝙩𝙝 𝘽𝙚𝙖𝙩𝙨 𝙀𝙢𝙤𝙩𝙞𝙤𝙣 𝙀𝙫𝙚𝙧𝙮 𝙏𝙞𝙢𝙚
How does a math professor from Long Island beat Warren Buffett, the S&P 500, and every hedge fund on Wall Street? He stopped "trading" and started "solving."
The story of... Show More
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