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Ivan Labrie’s Substack

Ivan Labrie

Multi-asset trader and systems builder. Time@Mode, systematic signals, options income. Called each cycle top and bottom in real time since 2015, public and timestamped.

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Substack
PricingFreemiumPublishesDaily
Issues462Founded3 years agoLast Issue4 days ago
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Latest Issues

Week in Review, July 20 to July 24, 2026

The AI-capex referees answered Wednesday night, and the biggest thing the week did to the factor model was not the demand check. It was the funding one. Five companies reported after the close on 7/22 and none of them printed a demand probl...

4 days ago

The Trading Process Reading List

Every week someone asks me what to read to learn trading. I finally wrote the answer down properly: the lineage from Livermore’s pivotal points to Darvas’s box to the Turtles, the evidence that trend trading is real, why timeframes are grou...

4 days ago

Receipt Thursday - Closes through Friday July 17, 2026

One trade carries this week, and it is the biggest single stock win of the window.

COAG closed 7/16 at +31.6% on an eight-day hold, roughly a 1,442% annualized pace. Entered off a daily signal on 7/8, and it ran without needing a second de...

5 days ago

Monday Brief, July 20 to July 26, 2026

Four dated events inside five days carry the tape into the July 28-29 FOMC, and the Fed is in blackout the whole week. USTR Section 301 determinations are due Monday 7/20. The midweek after-close earnings cluster (TSLA, TXN, NOW and IBM’s f...

8 days ago
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Week in Review, July 13 to July 17, 2026

The AI-capex top-tell we have flagged for weeks cracked on Friday. The semiconductor index fell into a bear market, about 22% off its June high with roughly $3.3 trillion of chip value gone since June 22. TSMC beat and still dropped more th...

11 days ago
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  • Ivan Labrie

    Full-time trader since 2015, I follow trends using a proprietary strategy called Time@Mode, created by my mentor and friend Tim West. I cover equities, crypto, futures and currency markets.

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