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Tech Is Back — But Everything Is Too Extended to Buy
Oil at $83, tech leading, and one sell.
Aug 9
•
Giovanni C.
2
July 2026
Hormuz Is Running the Market
Oil, rates, and risk assets now depend on what happens next between the US and Iran
Jul 26
•
Giovanni C.
2
1
84 Points Ahead of Cathie Wood — and Rebalancing Anyway
The ARKK challenge is winning big. Why I'm still selling four names. Plus the macro read and a new momentum buy.
Jul 19
•
Giovanni C.
2
1
Hormuz Closes, The Trend Doesn't — Yet
Bombs are back, oil is up — but the chart says shakeout, not breakdown. Where the tripwires are, plus one exit in the 10X Momentum Portfolio.
Jul 13
•
Giovanni C.
1
1
The Market Isn't Getting Weaker. It's Getting Wider.
Why the semis pullback is rotation, not a top — and the undervalued fast-grower I'm adding to 10X Easy Doubles this week.
Jul 5
•
Giovanni C.
1
1
June 2026
The Consumer Is Cracking. The Market Hasn't Noticed Yet.
Sector rotation playbook: where to hide when the discretionary trade unwinds. Plus: trimming DELL and LQDA on the rule that respects the trend
Jun 28
•
Giovanni C.
1
The Two Charts That Decide the Summer. Bonus: 16 quality names on my watchlist
Oil and the 10-year yield. If both stay calm, the bull runs wider. If they break, the inflation fear comes back.
Jun 22
•
Giovanni C.
1
1
The Deal That Changes Everything
How the Iran agreement reshapes the macro outlook and what it means for our portfolios.
Jun 15
•
Giovanni C.
2
1
Pullback, Not Panic: FOMC, Hormuz, and the Case for Patience
Strong jobs, sticky energy risk, and higher yields are testing growth stocks — but the bull market is not broken yet.
Jun 7
•
Giovanni C.
1
1
May 2026
Buy the Rumor, Sell the Deal?
Why the market isn't exhausted, the rotation into software and cloud is real — and the 7 stocks I'm buying this week
May 31
•
Giovanni C.
1
1
All-Time Highs and Five New Stock Picks this week
New highs, a potential Hormuz deal, and the busiest trading week of the year — two momentum entries and three new Easy Doubles positions.
May 25
•
Giovanni C.
1
1
The Market Is Fine. Under the Hood, Less So. And We Found a New Engine Part.
New all-time highs, a hot inflation print, a breadth signal worth taking seriously — and one new trade sitting right at the heart of the AI…
May 16
•
Giovanni C.
2
1
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