I divide my time assessing macro economics, fundamental analysis, and technical analysis of short and long term opportunities. Anything shared here is for educational purposes and not investment or financial advice.
Platform | ![]() | Pricing | Only free issues |
---|---|---|---|
Publishes | Twice weekly | Issues | 84 |
Subscribers | Read | ben1148x2.substack.com |
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This week I’ll cover current and upcoming economic updates, evaluate current market trends, and the next moves in my seasonal playbook.
Looking at a few names in restaurants that are showing us either recoveries or opportunities in 4th wave pullbacks.
DECK is a small position of ours and a company that I’ve followed for a while. They had a good earnings but missed analyst expectations. It looks like I’ll get the opportunity to re-accumulate. I did a brief video on a potential scenario an...
We’ll host a call for subscribers tonight. I’ll touch on the FOMC and rates, seasonality, and our risk indicators. I have a few charts that I like right now and can share my personal game plan for the current market environment.
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