Trade Secrets
Trade Secrets: WTF Dailies 01.22.2026
US stock futures edged higher Thursday morning, extending gains after a sharp rally Wednesday as President Trump announced he was softening his stance toward Greenland.
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Trade Secrets
Trade Secrets Pro: Greenland
Don’t you love these 3 day weekends? The holiday season is like a big chill pill, then suddenly its January and one better put their game face on. I’m sure you can agree its a bit stressful.
Trade Secrets
Trade Secrets: WTF Dailies 01.21.2026
US stock futures ticked higher Wednesday morning, offering a modest rebound after Wall Street suffered its steepest selloff in months. The cautious move higher follows a bruising regular session that saw investors rush for the exits against a backdrop of global insecurity.
Trade Secrets
Trade Secrets: WTF Dailies 01.20.2026
US stock futures slid Monday night, signaling a rocky return to trading as President Trump escalated trade tensions with Europe over Greenland, reviving tariff fears just as Wall Street heads into earnings season.
Jack of All Trades
Jack of All Trades: SKORE 11.10.2025
Barrick, Tyson Foods, Monday.com, Instacart, and EVgo span the spectrum from defensive real assets and consumer staples to high-growth software and EV infrastructure.
Trade Secrets
Jack of All Trades: High Stakes 11.10.2025
Barrick, Tyson Foods, Monday.com, Instacart, and EVgo closed out the late phase of Q3 earnings with a mix of discipline and divergence. Precious metals and enterprise software showed resilience, consumer staples worked through margin cycles, and EV infrastructure remained a long-duration bet
Trade Secrets
Trade Secrets Pro: US Dollar
So many problems, so few worries. Which is the one that could finally pop the bubble and sink the market? Its an interesting question as it hasn’t materialized yet. The inflation numbers came out this week and they were mostly tame and didn’t materially change anything for the market.
What in the World!
What in the World! Atlas - Nigeria
Nigeria is undergoing a high-volatility macro reset following FX liberalization, fuel subsidy removal, and aggressive monetary tightening
Trade Secrets
Trade Wars Never End — They Mutate
Trade wars are commonly understood as episodic disputes triggered by political cycles or economic imbalances. This interpretation assumes that conflict arises from misalignment and can be resolved through negotiation
Trade Secrets
Trade Secrets: .Decimal: Crypto at the Crossroads
Demand from major absorption channels like ETFs and DATs has recently softened, while October’s deleveraging and a risk-off macro backdrop continue to pressure digital asset markets.
Jack of All Trades
Jack of All Trades: SKORE 11.07.2025
November 7 highlighted durability over momentum: Constellation’s clean-energy moat and KKR’s fee-based model anchor stability, Wendy’s delivers steady consumer execution, while Viasat remains a higher-risk restructuring story.
Jack of All Trades
Jack of All Trades: High Stakes 11.07.2025
This edition of Jack of All Trades covers late Q3 reporters Constellation Energy, KKR, Wendy’s, and Viasat, assessing earnings quality, cash-flow durability, and execution as earnings season winds down.
