Blog Category
Market theory, seasonality, macro trends, and the forces that drive stock prices over time.
24 articles
The 2026 midterms land November 3. A non-partisan look at midterm-year market seasonality and the sectors — defense, healthcare, energy, small caps — most exposed to a change in control of Congress.
August 25, 2026 · 12 min readFull July 29 market recap: Fed held rates with 3 FOMC members dissenting for a hike, Iran launched an attack sending oil +7% to $90, Dow fell 1,100 points and Nasdaq 100 entered correction. Microsoft crushed earnings with $90B revenue and Azure +43%; Meta fell 9.6% on margin collapse.
July 29, 2026 · 8 min readThe Fed cut rates 6 times since September 2024 with 2 more projected in H2 2026. Complete sector rotation playbook: XLF, XLRE, XLI, XLK, XLP — which sectors win, which lose, and how to size your portfolio tilts.
July 25, 2026 · 12 min readQ2 2026 earnings season kicks off mid-July after a +9.6% S&P 500 H1. Complete preview: earnings calendar, sector-by-sector expectations, MSFT/META/AAPL/AMZN deep dives, the three themes that will move markets, and a practical investor playbook.
July 18, 2026 · 11 min readThe S&P 500 hit all-time highs after a +9.6% first half of 2026. What should investors do? Historical ATH return data, the case for lump sum vs DCA, sectors trading at relative discounts, and what NOT to do when markets are near peaks.
July 18, 2026 · 12 min readThe Fed has cut rates 6 times since Sep 2024 with 2 more projected in H2 2026. Sector-by-sector playbook: REITs, utilities, small caps, homebuilders win. Banks and money market funds face headwinds. Historical rate cycle returns and portfolio action plan.
July 9, 2026 · 12 min readJuly ranks among the strongest months for the S&P 500 and Nasdaq. Historical win rates, the 2026 setup after a +9.6% H1, sector rotation, Q2 earnings calendar, and FAQ.
July 3, 2026 · 10 min readS&P 500 average monthly returns since 1950, the January Effect, Santa Claus Rally, September curse, and election-year patterns. Does seasonality actually work for investors?
June 28, 2026 · 13 min readRSP outperforming SPY by 400+ bps YTD as market breadth widens. Equal-weight vs cap-weight — concentration risk, sector balance, rebalancing edge, and which to buy now.
June 27, 2026 · 12 min readThe 7 clearest reasons to sell a stock: broken thesis, position too large, better opportunity, overvaluation, management trust lost, moat erosion, and tax strategy. Plus the reasons that are NOT valid sell signals.
June 20, 2026 · 12 min readA complete beginner's guide to stock options — covered calls, cash-secured puts, long calls, and long puts. Real examples with Apple, NVIDIA, and Microsoft, implied volatility explained, and the top mistakes to avoid.
June 17, 2026 · 12 min readBRK/B vs SPY — 1, 3, 5, 10, and 20-year performance data; Berkshire's full portfolio breakdown; the insurance float advantage; succession risk; and when to own each for your portfolio.
June 17, 2026 · 12 min readA sector-by-sector breakdown of which stocks benefit from trade protection and which face margin pressure — tech hardware, autos, industrials, consumer retail, and defense reviewed for 2026 investors.
June 14, 2026 · 13 min readThe 'fear gauge' explained — how VIX is calculated, what different levels mean, and how investors at every risk level can use it to time entries, manage risk, or just keep perspective.
June 10, 2026 · 9 min readFrom the Efficient Market Hypothesis to machine learning and technical analysis — a clear-eyed look at what can and can't be predicted, what time horizon matters, and what this means for how you invest.
June 10, 2026 · 12 min readLearn how to use MACD (Moving Average Convergence Divergence) to identify buy and sell signals
January 20, 2025 · 8 min readThe RSI strategy buys when RSI falls below 30 (oversold) and sells above 70 (overbought). Learn how RSI works, when it excels, and when it fails.
July 13, 2026 · 7 min readThe Golden Cross (50-day MA crosses above 200-day) signals buy; the Death Cross signals sell. How the MA crossover strategy works and when it wins.
July 13, 2026 · 7 min readThe 12-1 month momentum strategy buys assets up most over the past 12 months (excluding last month). Based on Jegadeesh & Titman's 1993 landmark paper.
July 13, 2026 · 7 min readValue Averaging sets a target portfolio growth path and buys more when below target, sells when above. Edleson's 1988 method compared to DCA.
July 13, 2026 · 8 min readThe VIX Fear Buying strategy uses the CBOE Volatility Index as a sentiment gauge — skim cash when calm, deploy all-in when VIX spikes above 25.
July 13, 2026 · 8 min readDollar-cost averaging invests a fixed amount on a schedule regardless of price. How DCA reduces timing risk and when it beats lump-sum investing.
July 13, 2026 · 7 min readThe Dip Buyer strategy skims cash during rallies near highs, then deploys all-in when price drops a set % from ATH. Beats emotional investing.
July 13, 2026 · 9 min readVol-Scaled DCA uses each stock's own 20-day realized volatility vs its 1-year average to size investments — more in high-vol, less in low-vol.
July 13, 2026 · 9 min read