Insights
Reading the week, in writing.
One short note each Sunday. Free, always.
Macro
FOMC week: what the dot-plot tells us about June.
Three scenarios, one base case, and a single SPY level that decides between them.
May 5, 2026
SPY
When the open is a trap: reading the first 15 minutes.
Two patterns that show up 60% of the time on Mondays — and the rule that keeps you out of both.
May 2, 2026
Mindset
The Friday journal: a five-question weekly review.
If you do nothing else this weekend, sit down with these and a coffee. Half an hour, every week.
Apr 28, 2026
Earnings
AAPL print: how SPY usually reacts (and how it didn't).
Six earnings cycles, three reactions, and what last Thursday rhymed with.
Apr 24, 2026
Crypto
BTC ranges and the SPY tell: when correlation matters.
It doesn't most of the time. Here's the one window each week where it does.
Apr 21, 2026
SPY
Position sizing for a $50k account, written out.
The math, the spreadsheet, and the rule that prevents the worst day.
Apr 17, 2026
Macro
The CPI day playbook.
Pre-print, the print, the first hour after. What we do, what we don't.
Apr 11, 2026
Mindset
On not trading.
Sometimes the best trade is the trade you didn't take. A short note on the green-light rule.
Apr 4, 2026
Earnings
MSFT into the close: a level we'll watch all week.
One hourly level, one daily level, and the trigger that ties them together.
Mar 30, 2026