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Jun 16, 2026
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5 min read
Anthropic pulled Fable 5 and Mythos 5 access overnight. It got me thinking about invisible dependencies, plus two trade ideas and a Fed week preview
Jun 9, 2026
6 min read
SpaceX. The World Cup. And why the crowd often pays the most when belief is highest
Jun 2, 2026
A South Korean stock frenzy, Broadcom earnings, and the hidden leverage most people ignore
May 26, 2026
Markets stabilized, oil collapsed, and a baseball slump has me thinking about discipline, panic, and momentum
May 19, 2026
Markets finally cooled while yields surged higher. Plus: one realization about community stuck with me this week
May 12, 2026
Oil collapsed, QQQ surged, and traders may have positioned before the news even hit
May 5, 2026
Tech is carrying. Oil is rising. The rest of the market is telling a different story
Apr 28, 2026
Why QQQ keeps leading, what Meta earnings really mean for AI, and how to manage your life like a portfolio
Apr 21, 2026
The market feels easy right now. That’s exactly when to pay attention
Apr 14, 2026
10 min read
Tomorrow marks 1 year of Hitting the Bid. These are the most important things I’ve learned
Apr 7, 2026
9 min read
Oil surged. Stocks didn’t crack. That shift matters more than you think
Mar 31, 2026
Everyone sees oil. Most aren't watching what bonds just did