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Credit Loose, Earnings Strong, Trend Intact - 2 new Buys this week
Oct 26th, 2025 - Update
Oct 26
•
Giovanni C.
Beating ARKK by 46% in 12 Months — What I’m Doing Next
Oct 19, 2025 Update
Oct 19
•
Giovanni C.
2
Tariff Shock, Stage-2 Intact: Earnings Season Test
october 10, 2025 - Update
Oct 12
•
Giovanni C.
2
Errata corrige - corrections
Yesterday’s newsletter included an error.
Oct 6
•
Giovanni C.
1
Stage 2 Uptrend, Calm Inflation: My Weekly Playbook
October 5, 2025 - Update
Oct 5
•
Giovanni C.
1
September 2025
Data > Drama: A Maturing Uptrend, a Patient Fed, and My Q4 Plan
September 28, 2025 - Update
Sep 28
•
Giovanni C.
1
Cautious Greed After the Fed Cut: Weekly Notes & Trades
Stage-2 trend, buy-the-dip bias, and new buys
Sep 21
•
Giovanni C.
1
Tech Leads, FED Talks, and a New High-Risk Buy
September 14th, 2025 - Update
Sep 14
•
Giovanni C.
1
S&P 500 Uptrend Intact: My Biotech Play and Portfolio Updates
September 8, 2025 - Update
Sep 8
•
Giovanni C.
August 2025
Green Trend, Yellow Flag: September Setup and Fresh Orders
August 31, 2025 - Update
Aug 31
•
Giovanni C.
1
Bulls With Seatbelts: Late-Summer Macro, S&P Setup, and REAX
August 26, 2025 Update
Aug 25
•
Giovanni C.
1
August Kicks Off with a Market Pullback — What’s Next?"
August 3, 2025 - Update
Aug 3
•
Giovanni C.
3
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