Trade Secrets
Trade Secrets: WTF Dailies 11.10.2025
US stock futures climbed Sunday night as signs of progress pointed toward the end of the record-breaking federal government shutdown.
Latest
What in the World!
The New Non-Alignment
For most of the twentieth century, the global map was drawn in binaries. Capitalism versus communism. East versus West. NATO versus the Warsaw Pact. You were aligned — or you were not.
Jack of All Trades
Jack of All Trades: SKORE 11.06.2025
Costco, Adobe, Gilead, and T-Mobile earned top SKORE ratings on Nov 6—highlighting pricing power, AI monetization, oncology growth, and wireless resilience
Jack of All Trades
Jack of All Trades: High Stakes 11.06.2025
Costco’s resilient traffic, Adobe’s AI monetization, Gilead’s oncology surge, and T-Mobile’s wireless dominance highlighted strong and diverse earnings on November 6, 2025
Trade Secrets
Trade Secrets Pro: Bitcoin World
Something really interesting is materializing in the Bitcoin world and I would be derelict in my duties if I didn’t give it some special love and attention.
Jack of All Trades
Jack of All Trades: SKORE 11.05.2025
Disney turned streaming profitable, Booking and Regeneron surged on travel and drug demand, and Salesforce showed AI momentum—highlighting resilience and growth on Nov 5, 2025.
Jack of All Trades
Jack of All Trades: High Stakes 11.05.2025
Disney, Booking, Regeneron, and Salesforce led earnings on Nov 5, 2025—fueled by streaming profitability, travel demand, blockbuster drug sales, and AI-driven cloud growth.
Trade Secrets
Trade Secrets Pro: To fight or not to fight
We hear over and over never to fight the Fed. I had a discussion with a client during the week and came to the conclusion the Fed is always wrong. If they are always wrong, why is it wrong to go against them?
Jack of All Trades
Jack of All Trades: SKORE 11.04.2025
Showcases tech resilience (MSFT’s AI dominance, GOOGL’s cloud reacceleration), pharma durability (MRK’s Keytruda engine), and premium financials (AXP, DFS) benefiting from strong U.S. consumer spending.
Jack of All Trades
Jack of All Trades: High Stakes 11.04.2025
Microsoft, Alphabet, Merck, and Caterpillar led earnings on Nov 4, 2025—highlighted by AI strength, drug sales, mining demand, and resilient consumer spending.
What in the World!
What in the World! Atlas - Thailand
Thailand's economy is experiencing a modest recovery, with GDP growth projected at 2.9% in 2025, up from 2.6% in 2024. Growth in 2024 was 2.5%, marking a gradual improvement from the 1.9% recorded in 2023.
Jack of All Trades
Jack of All Trades: SKORE 11.03.2025
AI innovation, biotech breakthroughs, and energy income resilience defined the day. Vertex and Ares led on quality and growth visibility, while Diamondback and Williams showcased cash-flow durability. Palantir sustained AI leadership, with Realty Income anchoring defensive yield.
