New All-Time Highs in Blessings On July 12th, my wife and I welcomed our first son, Harvey Allen Thompson, into the world, and honestly, it’s hard to explain what that does to you. Watching my wife bring him into this world gave me an entirely new level...

Learn From My Mistakes There are only two types of investors. Those who make mistakes and liars. Intellectual honesty is one of the most important parts of this business. It is easy to explain away a bad trade, highlight the winners, and quietly move past...

Playing Devil’s Advocate Last week, I walked through “The Best Stocks You Don’t Own” The message was pretty simple. I’m bullish on the market, but I’m bullish in a very specific way. The better opportunities right now continue to be under the surface,...

A Technicians Dream Owning the S&P 500 is not the same thing as owning the market. When you buy the S&P 500, you’re buying a cap-weighted index with a big overweight to large-cap Technology and a handful of mega-cap growth names. That’s great...

Charts > Narratives Most market content is built around one chart stretched into 700 words. Sometimes that has its place. But let’s be honest, a lot of people would rather hear themselves talk than listen to the message of the market. That ain’t the...

Bumper Sticker Investing You see it ALL the time. Some dude gets into investing, reads a few books, finds a Warren Buffett quote, and suddenly he thinks he cracked the code. “Be fearful when others are greedy and greedy when others are fearful.” Great...

I’ll Skip The Victory Laps This week your feed is going to be wall-to-wall with people showing you their winning trades. Every green screenshot they can find. So today I’m going to do the exact opposite and give some tough love. The market is up 9...

Process Over Promotion Every cycle, Wall Street rolls out a fresh batch of IPOs with massive promises attached to them. Endless interviews and headlines explaining why this company changes everything. I was actually talking about this yesterday with...

2 Stocks I Bought This Week Not every week needs to be a market deep dive so this week I’ll keep it simple. I’m just going to show you what I actually did. I covered the backdrop in the weekly video, but this is about execution. Real trades, real...

The Hard Part Throw a rock and you’ll hit someone who says “man, if I only held onto that stock.” Everyone’s got the one that got away. The position they talked themselves out of at exactly the wrong time. And in the world of...