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Risk-On Setup for 2026? Inflation, Liquidity, and My Weekly Portfolio Moves
January 18, 2026 - Update
Jan 18
•
Giovanni C.
2
1
Stage 2 Still On: Weekly S&P 500 Read and My Trades for the Week Ahead
January 11, 2026 - Update
Jan 11
•
Giovanni C.
3
1
1
I Beat the S&P 500 Again. Here Are the 10 Stocks I’m Betting on for 2026.
2026, January 1 - 2026
Jan 1
•
Giovanni C.
3
6
3
December 2025
GDP Shock (+4.3%), Bull Trend Holds — 2026 Picks Coming This Week
December 28th - 2025 Update
Dec 28, 2025
•
Giovanni C.
3
3
1
Green Lights on Liquidity, Froth on Sentiment: Staying Cautiously Bullish
December 21, 2025 - Update
Dec 21, 2025
•
Giovanni C.
4
2
1
Rate Cut + $40B/Month: Is the Next Move a Rally—or a Rotation?
December 14, 2025 - Update
Dec 14, 2025
•
Giovanni C.
1
November 2025
Liquidity Is Turning: Why I’m Still Bullish as My 2025 Portfolio Doubles the S&P 500
November 30, 2025 - Update
Nov 30, 2025
•
Giovanni C.
2
1
Still a Bull Market: Why I’m Treating This as a Correction
November 23, 2025 - Update
Nov 23, 2025
•
Giovanni C.
3
2
Net Liquidity Tightens, Stops Tighten
November 16, 2025 Update
Nov 16, 2025
•
Giovanni C.
2
Uptrend, But Fragile: My AI-Assisted Market Check-In
November 10, 2025 - Update
Nov 10, 2025
•
Giovanni C.
3
Fed Cut—What Now?
November 2, 2025 - Update
Nov 2, 2025
•
Giovanni C.
4
October 2025
Credit Loose, Earnings Strong, Trend Intact - 2 new Buys this week
Oct 26th, 2025 - Update
Oct 26, 2025
•
Giovanni C.
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