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...

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...

It’s…TIME As Bruce Buffer bellows before every fight… It’s… TIME! This video will get you hyped up Time for the market to make a decision. Over the past couple of weeks, mega-cap Tech has been landing all the punches. As I wrote last week, the “risk”...

Risk Isn’t Just Downside I’m tired.Tired of people not contextualizing risk. Yes, concentration is a risk in the market.I’ve broken it down before and ran the numbers again today on the flight back to the States. The top 10 stocks now make up over a third...

ALL GAS NO BRAKES I’m currently on my way to Manchester, England for the next week, but before heading out I spent all of Thursday dissecting my thoughts and running back my favorite show.  ALL GAS NO BRAKES | Ep. 4 This series started as a once-a-month...

Taking A Punch The market took a punch this week. If you’ve ever been punched in the face, you know what happens next—everything blurs for a second. Your plan disappears, instincts take over, and the urge to swing back is immediate. The same thing happens...

My Heroic Break This past week was the first time I’ve taken a break from writing since starting this research a little over a year ago. The support since then has been incredible. What began as a simple way to share my research has evolved into a...

The Real Enemy There’s A LOT of market data out there. So much, that at any given time you can find a chart, stat, or study to back up whatever story you want to tell. That’s the real enemy in this game…the bias we bring to the data. The antidote is...