Investor Optimism Waning Despite Risky Assets at All-Time Highs

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Saturday Intelligence Briefing — 7.12.25

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Playing Both Sides

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Let Yields Run Higher Before Buying the Dip

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Testing the Mr. Zimmerman Rule

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Fade the “Holiday Week” Fade in Jobless Claims

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The Weekly Quill — Shameful Schadenfreude — Crossing the Line in the Great State of Texas

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Soliloquy vs Somniloquy

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The Time is Nigh to Take Profits on Small Caps

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Tipping the Scales

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