Who We Are

A few key observations Flipping FRMI/ SEDG/ and SOC to Shorts from Longs in the prior Love/ Hate portfolio worked out well (+4.4%/ +10%/ +5.3%, respectively). APC (NOT Anadarko Petroleum) turned out to be a…

Quick update since our Saturday evening note (This Weekend’s News Flow *Had* Been Eerily Quiet…). The short version: The paperwork is flying, the rhetoric is loud, and our S1 (War at the Chokepoint: Our (Updated)…

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they…

with respect to the Iran conflict. Until news of a new Iranian 14-point proposal and a POTUS post on Truth Social just now (see within). As we await the running of the 152nd Kentucky Derby,…