The archive

Nov 13

11/12/2025 Market Update

Individual Nov 2

11/02/2025 Market Update

Individual Oct 23

10/23/2025 Market Update

Individual Oct 16

10/16/2025 Market Update

Individual Oct 8

10/08/2025 Market Update

Individual Oct 2

Market Rally Meets Resistance: Why October Could Get Dicey

Over the past six months, the S&P 500 has staged an incredible rally—one that was very much in line with what my models Free Sep 30

09/30/2025 Market Update

Individual Sep 24

09/24/2025 Market Update

Individual Sep 17

What Really Drives the Price of Bitcoin? Debunking the Liquidity Myth

As Bitcoin continues to carve out a larger and larger share of the global financial system, the question of what truly drives its price has never Free Sep 15

09/15/2025 Market Update

Individual Sep 9

Jobs Data, Supply Shocks, and Where We Really Are in the Cycle

On Friday, the jobs data hit—and it wasn’t good. Non-farm payrolls came in at just 22,000, far below the already low expectation of Free Sep 8

09/08/2025 Market Update

Individual