There’s a lot of talk in this business about “doing the work.”

And to be clear, the work matters. Without it, you don’t stand a chance.

But the work is only part of the equation.

The...

I added a new position in CrowdStrike today.

It checks all three boxes in my process.

Let's get into it. 

When you look at CrowdStrike $CRWD versus iShares Expanded Tech-Software...

One of the biggest misperceptions in investing starts with the phrase we all casually use.

“The stock market.”

It sounds fine but it’s also misleading.

What actually exists is a market of stocks....

I will be honest, days like this are annoying.

An event driven weekend led to a gap down across a lot of assets. 

That's part of the game. But the reason for the move matters far less than how price responds after it happens.

...

$XRT is an equally weighted ETF made up of 90 retail stocks.

That means 90 different companies.

90 balance sheets.90 earnings calls.90...

I’m a dog guy. 

Growing up, we had all kinds. Boxers. Mutts. Even a little mini poodle. 

But one thing stayed consistent.

The dogs you actually had to respect were never the loud ones. 

They didn’t bark nonstop...

Sunday Stalk List | Ep 10

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket...

You know my stance by now.

It’s a Bull Market.

That means the MAIN focus is staying in sync with primary trends and using pullbacks to add, not subtract.

But this week?

It's loud.

...