Newsletter Post
Carried by every post except Analyst Program lessons. Used to filter the Archive page.
Premium
+1
Oct 13, 2026
•
7 min read
Bank Earnings: Goldman Wants Nothing to do With AI
What Wall Street is really doing with all the AI debt (2008 again?)
Premium
+1
Oct 8, 2026
•
7 min read
Weyerhaeuser: 10 Million Acres on Sale
A PMI winner about to go on a 90% run.
Premium
+1
Oct 7, 2026
•
6 min read
West Fraser is Losing Money (Why I Still Bought it)
PMI confirmed it, the P/E is telling the wrong story.
Premium
+1
Oct 3, 2026
•
5 min read
Watchlist Update: The Stocks Behind the Next Rotation
PMI told you where to look, I'm telling you what to buy.
Premium
+1
Oct 1, 2026
•
5 min read
Micron's Record Quarter: One Number Changed Everything
Markets looked past the shortage, and found a huge risk for 2028.
Premium
+1
Sep 22, 2026
•
6 min read
Diesel is About to Break (Here's How I'm Trading it)
The same Diesel move could help VVV and hurt VLO.
Premium
+1
Sep 15, 2026
•
5 min read
I Found Two AI Cooling Stocks. Only One Wins.
Why I'm trading AAON against JCI from a PMI signal.
Premium
+1
Sep 11, 2026
•
6 min read
Adobe Beat Everything. The Stock Still Fell
Either the market is right, or this thing is badly mispriced.
Premium
+1
Sep 10, 2026
•
6 min read
Offside Portfolio: September Review
The tools, methods, and mental frameworks everyone needs for a grip on their portfolio.
Premium
+1
Aug 31, 2026
•
6 min read
OPLN: Your Lease Ends, They Get Paid
4.3 million cars are coming online, Wall Street hasn't updated their targets yet.
Premium
+1
Aug 26, 2026
•
5 min read
NVIDIA's Earnings Were Almost Perfect
The problem is what sits underneath them.
Premium
+1
Aug 25, 2026
•
6 min read
CTOS: A High P/E Stock I Actually Want to Buy
The multiple looks expensive until you realize what earnings are about to do.
