Wishful Thinking Is Just That……Wishful “You do not rise to the level of your goals. You fall to the level of your systems.”– James Clear This quote is the whole point. Bottom fishing can work, but only when it’s treated like a system. A repeatable...

The Backdrop is Opportunistic When the market is in a sustained uptrend, my default posture is simple. Be opportunistic. Assume more can go right than wrong, and let price tell you where to place your next bet. Market Overview Chart That’s what my...

Everything I Got Wrong In 2025 Happy 2026. Doing a year-end reflection is tough. It forces you to look at the stuff you’d rather gloss over, the trades that didn’t work, the decisions that were “fine” but not great, the moments where you let process slip....

All GAS…NO BRAKES | Ep. 6 Yesterday I recorded my favorite show I do, All Gas No Brakes. There are plenty of people sharing two or three charts and then pulling out a crystal ball to deliver “insights.” That’s not me. This is ALL GAS. NO BRAKES....

Thinking In Bets I want to start with a quote this week that sums up the way I think about the markets and investing from one of my favorite books. “What makes a decision great is not that it has a great outcome. A great decision is the result of a...

It Changed Everything I’ll admit something upfront. When I first started studying technical analysis, a lot of it felt… mystical. Lines on charts, patterns with funny names, people acting like they could predict the future off a triangle. I wasn’t...

A Voracious Change This week we really saw it — change. And more importantly, we saw it happen quickly. One thing I’ve said over and over is that in bull markets, it’s not the weakness itself that’s bullish in underlying uptrends. It’s the reversion...

Housing Holds the Key I ran through a mountain of charts on Thompson Two Cents Live yesterday. But if you want to understand the consumer right now, you only need one… housing. When you’re talking about consumer spending, you’re really talking about...

All Gas No Brakes Ep. 5 w/ JC Parets JC Parets is one of the most well-known technicians in the world and for good reason. He’s built a powerhouse research firm by using technical analysis to consistently stay positioned on the winning side of major...

Hold Your Nose And Buy No need to beat around the bush. I’m buying stocks – right here, right now. Last week, in It’s Time, I laid out the case that breadth expansion was the next phase of this bull market. That’s exactly what started to play out...