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Taking a Bit of a Break

Aug 20, 2026

Taking a Bit of a Break

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5% Yields Isn't 2007 All Over Again

Aug 18, 2026

5% Yields Isn't 2007 All Over Again

Why the loudest bond-yield comparison is missing the point

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Insight Edge For 8.17.26

Aug 17, 2026

Insight Edge For 8.17.26

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.

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Are We In The Melt-Up?

Aug 13, 2026

Are We In The Melt-Up?

A quick take on the post-PPI backdrop, Fed noise, and why less active hands may be the right move this summer.

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SPCX: Blinked and Missed It

Aug 13, 2026

SPCX: Blinked and Missed It

Today, we got the full 9% move outlined in our Fibonacci analysis from Insight Edge. Here's how I am covering it from here.

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Special Print: CPI and Inflation

Aug 11, 2026

Special Print: CPI and Inflation

For the first time in a while, CPI feels binary. That said, I would much rather face a binary situation at the highs than at the lows... as it was in 2022. Here's how I am approaching the print as a trader and as an investor.

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