I just got back to Raleigh, after a 3 hr layover in Atlanta — back at home ready for a night’s rest. Markets were dreadful early on but recovered. We took the opportunity to to enter GEV on a dip, as well as adding to TJX, whilst booking at 17% gain in XOM, sold VLO...Read More

I got to see more of Austin today and can finally make a proper assessment: excellent city. My initial view was colored wrongly by the proximity of my ABNB to the nearest denizen of homeless hovels. After cavorting outside this war zone I am in, I’ve found Austin to be much like Raleigh, only more...Read More

I have never seen this before. *DOLLAR TUMBLES AFTER TRUMP SAYS NOT CONCERNED WITH ITS DECLINE— zerohedge (@zerohedge) January 27, 2026 A -100bps candle on the fucking dollar? I increased our commodity sleeve on this news, as well as other varying factors, getting in some COPX, GUSH, and more URA. I don’t want to get...Read More

I endured a day from hell, tricked and fooled by Delta Airlines all day. They first had been show up in Raleigh to fly to Atlanta very early in the morning, in order to make haste and connect to the Austin flight. As soon as I got to Atlanta, they canceled the damned flight and...Read More

Just a brief rundown on current sectors and technical ranks via Stocklabs. I often run through these reviews and thought it might be of use to BCW fam as well.Score range 0 (terrible) to 5 (super awesome and amazing)SPY 3.45QQQ 3.44VTV (value) 2.58IEMG (emerging markets) 4.35IWM 2.72RSP 2.72TLT 3.1XLF 1.67IBIT 1.82XLK 2.69DIA 2.65XLV 3.04SMH 3.33GDX...Read More