Today's number is... 83

We’ve now seen 83 consecutive trading days where the 3-month rolling fund flow for the Russell 2000 (IWM) has been negative — a stretch small caps haven’t experienced since mid-2019.

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One of the top-performing areas of the speculative growth theme has been the “new-school” nuclear trade. 

OKLO already tagged one target, SMR is on its way, and NNE...

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood...

Today's number is... 1.81%

1.81% is the average year-to-date return of an S&P 500 stock in 2025.

Here’s the chart:

Let's break down what the chart shows:

• The gray bar...

All things equal, I want the one that shook out the weak hands… before it left the station.

I want the one that bears had a clean chance to bury… but couldn’t.

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