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Dj’s Substack

Getting alpha

I am interested in biotech that can generate return, but also many other ideas including value, compelling technical, and option ideas with twists.

Platform
Substack
PricingFreemiumPublishesDaily
Issues107Founded3 years agoLast Issue4 days ago
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Latest Issues

The New Old Market Pulse

Market in correction · exposure 0% · no change vs prior session.

  • No new signals

Distribution: Nasdaq 7 · S&P 7

Nasdaq 25,171.96 (-1.04%) · S&P 500 7,542.33 (-0.50%) — both on lower volume

Exposure checks

–Confirmed uptrend–Nasda...

5 days ago
1

The Old Market Pulse Was Better

The Early Signal Was the Edge

Oct 30, 2026

Most of the money in a new bull market is made in its first few weeks. If that’s true, and our data suggests it is, then the most valuable thing a market-timing method can do is tell you early...

7 days ago

DUEL No. 9: VICI Properties (VICI) v Prologis (PLD)

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T

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wo REIT compounders, two very different landlords, both below where they were five years ago

VICI and Prologis are the same kind of animal in an unusual way. Each owns the buildings that...

13 days ago
5

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  • Getting alpha

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