The abrupt “out” at the end of the transmission reminded me of the time I ended a transmission between myself (as a specialist) and the Battalion Command Sergeant Major… in case you were wondering why I have 2 assholes.

Investing isn’t just math…it’s psychology

We (especially my kids) eat a lot of sardines at our house. At first we tried it just to try something different and out of the ordinary. We now probably go through a dozen tins a week. My kids are like little penguins.

A real financial plan isn’t just investments, it’s everything working together!

I have no crystal ball. But as I think about how things may unfold, here are some things I’m chewing on. Markets are now skewed towards a positive gamma regime. (See Tier1 Alpha) This makes primary dealers (market makers) hedge their books short term in the opposite direction of

If you’re a trader or investor and this market is chopping you up, just remember this one thing. Results take time to measure. Stick to your strategy and systems.

Of all the miss leading or false information you’ll find on X this weekend. Just know, this is the most true thing you’ll see this weekend.

No crystal ball… but there seems to be a pattern that the more severe the threat, the higher the likelihood of a Taco.

Guys earnings are through the roof!! lol

Quick reminder

Lawrence Hamtil It's exhausting trying to lead horses to water they will not drink

📢 Midweek Market Update | 4.22.2026 •Relative performance of Large Cap US stocks vs International Stocks It appears the recent trend of international outperformance may have bottomed, and US stocks may be poised to start a new trend of out performance. •Diesel and Jet

Will have a zero impact on inflation in my personal economy.

On a short term basis (daily), RRG (relative rotation graph) is signaling a potential exhaustion in this broad risk-on move. However, zooming out just a little (weekly), the story changes quite significantly. Sectors seem to just be starting this move. So this is a quick

Hair cuts going from $20 to $50 is the biggest sign that inflation is not 3.4% a year.

Risk gets thrown around like it’s a math term, but your life experiences it as a margin call. In this weeks new episode, we sit down with Ron Piccinini to rebuild the definition from the ground up: risk is the loss you can take and the collateral you’d need to survive the bad

We are not a serious people.

Recessions aren’t the problem…where you’re standing is. Valuations don’t tell you when a downturn is coming… but they do tell you how painful it could be. 💬 Do you think the market is overvalued right now?

Is there some kind of 100 year cycle I’m not familiar with?

In an increasingly inelastic equity market, they should care. If even half of that 13% were sold in a short time frame, it could easily cause a significant and cascading sell off. On the other hand, it would ironically push the market higher over the following weeks/months.