Fall began with a spike in bond yields, which didn’t help equities…
Monday upside reversal, Sept14 2026
On Sunday… the usual suspects were calling for a ‘Black Monday’
In the event, the SPX settled moderately lower.
Sunday night musings, Sept13 2026
… ahead of another week at the world’s most entertaining, twisted, and rigged casino.
Post Labor day cooling, Sept8 2026
Main market weakness… sure didn’t help HOOD, MSTR, and COIN
The Holy Trinity and Bitcoin, Sept6 2026
If you believe Bitcoin put in a m/t floor in July from $57K, then you should be bullish HOOD, MSTR, and COIN.