One of my favorite BCW clients (wealthy) gave me his top ideas today and I have been researching one since then. I figured since we’re all fam here, might as well share it. Most of the time when I get really excited over an idea it works, with a marked exception to the bastards at...Read More

On news of a possible detente in the conflict, markets ripped higher and closed at the highs. If we weren’t tricked and fooled so many times into plans of peace for the past month, I would feel better about this. Nevertheless, I gratefully accept the +228bps win and look forward to more tomorrow. The SDS...Read More

Futures bumping a little here, ~+1%, after Trump said he might just walk away from the war. I am not sure how often markets will permit to be gaslit by promises of wars ending, but here we are again.Quick note on getting back to fully invested. With cash ~22% and a 4.5% SDS hedge, we...Read More