Subscribe
Sign in
Home
Dirty Dozen
Long Pull Report
This Infinite Game
Archive
About
Latest
Top
Discussions
FALLING KNIVES, BLOODIED HANDS...
Summary: The market is sending two different signals depending on where you look.
Feb 23
•
Macro Ops
17
2
Execute with a racing heart
Plus, what individual stocks are saying about the market right now
Feb 21
•
Mike Gyulai
12
1
RAIL STOCKS REVVING UP…
Summary: The MO portfolio currently sits 3% below its YTD peak of 38.6%.
Feb 16
•
Macro Ops
8
1
What trading math doesn't account for
Plus, a launch pad liftoff in Dominion Energy
Feb 14
•
Mike Gyulai
7
1
Africa Is The Next Middle East
Critical Minerals Are The New Oil
Feb 13
•
Brandon Beylo
20
1
PLUNGING LIQUIDITY…
Summary: Our Trifecta Lens Score fell to -2 last week, which is bearish.
Feb 9
•
Macro Ops
7
1
Trade where time falls away
Plus, the market environment shift currently underway
Feb 7
•
Mike Gyulai
5
1
THE LONG PULL: Podcast Notes with Tim Call
“It is impossible to produce a superior performance unless you do something different from the majority” – Sir John Templeton
Feb 5
•
Brandon Beylo
6
1
A Warsh Washout…
Summary: A breakout failure, hawkish Warsh surprise, weak seasonality, and High Trend Fragility suggest odds favor a sentiment washout is on the table.
Feb 2
•
Macro Ops
9
2
1
January 2026
The identity you can't afford to lose
Plus, a little-known bottom reversal pattern in wheat futures
Jan 31
•
Mike Gyulai
10
2
1
BONDS ABOUT TO BOMB…
The primary trend in equities remains up. Expanding breadth, flush liquidity, and strong internals point to very favorable forward returns over 6-12…
Jan 26
•
Macro Ops
13
2
Mastery of your craft lies in wait
Plus, Financial Sector XLF on the ropes
Jan 24
•
Mike Gyulai
11
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
