Hello again, Spirit Animals.

I listened to my gut today. It told me not to buy into a stock I had my eye on. Wait. Better prices are coming.

It was right. I got positioned later in the day at much better levels.

Feels relevant,...

If you’ve been reading my notes lately, it shouldn’t come as a surprise — I’ve been steadily adding crypto exposure to my portfolio.

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Monday was a quieter day on the surface, but the Beat Sheet still gave us a clean read on earnings sentiment.

We got fresh earnings reactions from four S&P 500 components.

These came from industry groups, including farm products,...

Keep it Simple Into Retail Earnings

We’re at a strange spot in the earnings cycle for merchants. The banks, Mag7 and enough consumer-facing companies have reported. Against all odds, or certainly contrary to...