A SPECULATIVE FRENZY…

I guess that sometimes the reason for a bull market is psychological rather than fundamental, and participating in the euphoria of a psychological move is itself the rationale for the trade. ~Colm O’Shea via “Hedge Fund Market Wizards” Summary: Reflation, not recession, is coming, and despite persistent inflows into risk assets over the past two […]
The Setup October 5, 2025

CURRENT POSITIONING 2025 YTD PERFORMANCE UPDATE Here’s my weekly video, how we are positioned and what we are looking for this week. Watch This Weeks Setup Video Hit me up if you have any questions. If you are interested in the strategies that I use. And you can work with me on building out your […]