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- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 21, 2026
Latest issues
The Light Bulb Moment (opens the original)
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The ETF that set the light bulb off.As I write, Breakwave Tanker Shipping ETF (BWET) is up 3,541% YTD, down from its high of 4,427%.Breakwave Tanker Shipping ETF (BWET)<img alt="" class="sizing-normal" height="510" src="https://substa
McDonald’s ($MCD): I Bought the Drop (opens the original)
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I bought the dip.Or is that too casual for a 30% drawdown?I bought the drop?Regardless, McDonald’s shares are now 30% off their highs. The only other time in the last decade this has happened was Spring 2020 - COVID.McDonald’s (MCD) Stock Price<div class="image2
One ETF to Fade the Corroding U.S. Hegemon (opens the original)
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The U.S. hegemon is corroding.This isn’t a political statement; it’s a reality.The world is being held hostage by a single waterway: the Strait of Hormuz.Because of the sheer uncertainty, JPMorgan just gave up on forecasting oil prices.And America’s military might, or perception of, has been out maneuvered by a force a fraction the size of its.This comes at a time when the world was already re-aligning into what’s known as a Multipolar World - where multiple regional blocs and centers of influen
Nike (NKE) - Searching for Capitulation (opens the original)
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Classes will be taught on Nike’s recent failures.It’s a highlight reel of poor decisions.Because of them Nike’s stock is down around 80% from its high.Nike (NKE) Stock Price<source type
$CRDO: What the Charts are Saying (opens the original)
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In the great words of Mugatu:<img alt="" class="sizing-normal" height="477" src="https://substackcdn.com/image/fetch/$s_!sNqy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6
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