Never miss a post—subscribe below to get the latest updates and exclusive content delivered straight to your inbox.
Sep 14, 2026
Back from vacation, but not from hiatus. It's an important week though, so I wanted to weigh in on the FOMC and remind everyone of the reality on inflation.
Aug 20, 2026
Aug 18, 2026
Why the loudest bond-yield comparison is missing the point
Aug 17, 2026
In a lull of eco-data and earnings to discuss, Don takes a look at a trade he's looking at as the melt-up continues as well as provides an early look at Nvidia (NVDA) a week before their earnings.
Aug 13, 2026
A quick take on the post-PPI backdrop, Fed noise, and why less active hands may be the right move this summer.
Today, we got the full 9% move outlined in our Fibonacci analysis from Insight Edge. Here's how I am covering it from here.
