
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.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 495 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||

Monday I wrote that two hot ISM price prints and Brent above $100 hadn’t moved the strip toward the October hike, and that it took CPI to do that. The week piled on: hawkish FOMC minutes on Wednesday, a claimed Iranian strike on an LPG tank...
Thirty-six positions closed between 26 September and 2 October. Twenty made money and sixteen lost.
Most of that came on one day. On 28 September I sold the whole crypto spot book, all 20 names, and 16 of them came out green. UNI led at +4...
Both ISM price indexes are in the 70s now. Services printed 74.0 this morning, from 72.6, the highest since July 2022, and manufacturing printed 77.9 on Thursday. The headline missed by a tenth at 54.9 and employment crept back over 50, so...
Monday I wrote that a weak payrolls print doesn’t get to price a cut, it can only take the October hike back, and that my base case was the hike pricing wouldn’t turn this week. The first one held. Friday’s settle has an October hike at 22....
Seven positions closed between 19 and 25 September. Three made money and four lost, and the worst loss was −2.40%.
The best of it came out of the crypto spot book. On 20 September I sold half of ZEC at 1,526.44, +41.75% on the position I’d...
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The writers behind this newsletter.
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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