December 2024 Market Strategy Positioning and sentiment data suggest that this market is close to full risk-on. It seems impossible for it to live up to expectations. I expect a growth scare in 2025. fallacyalarm.com/p/december-202…

This is from my December 2024 market strategy. I don't want to be the "told you so" guy. But I kind of have to run a business here and attract subs which requires some self-advertising occasionally. 😅

Tiger Woods. Rory McIlroy. The only two men in the last 50 years to complete the Career Grand Slam. As the prophecy foretold ✨

Pumped to watch my partner Thomas Rudy on tomorrow’s episode of Austin Gray | OWNR OPS dropping on both Spotify and Apple Podcasts This is hands down the best podcast for the home services space packed with real value, no fluff. Don’t miss it! 👇 #HomeServices #TheOwnerOp Teaser:

The parade was great. Our military is incredible. And now Israel ישראל needs our help to destroy Iran’s nuclear threat to the world. Israel’s military and air force have sufficiently degraded Iran’s defenses such that this is now the lowest-risk, highest-probability moment to take