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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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Issues504Founded3 years agoLast Issue6 days ago
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Latest Issues

Week in Review, October 26 to October 30, 2026

Monday I said GOOGL, MSFT and AMZN would tell me whether META’s print the week before was one company or the group. By Thursday night the answer was group. GOOGL ran capex at 121.4% of operating cash flow with free cash flow at -$9.07B and...

6 days ago
1

Receipt Thursday, closes October 17 through October 23, 2026

Thirty positions closed between 17 and 23 October and five of them made money. The best was LIT in the crypto spot book at +7.42%, and both commodity closes were green, SUGAR at +3.55% across its two halves and half of CATTLE at +2.02%.

Mo...

8 days ago
4
1

Monday Brief - October 26 to November 1, 2026

The September-top call is back, a month later than I had it. SPX closed its fifth weekly bar on 10/23 at 7,623.68, 0.24% under the 7,641.70 weekly mode, the weekly signal from the bar that opened August 3 ran out of time without reaching 7,...

11 days ago
5

Week in Review, October 19 to October 23, 2026

META’s print on 10/21 was the one that mattered this week. Capex ran at 106.5% of operating cash flow, FCF was -$2.12B, net cash fell from about $22.8B at year end to about $1.5B, and a new non-voting Class C share class landed with “Capita...

13 days ago
5

Receipt Thursday, closes October 10 through October 16, 2026

Thirteen positions closed between 10 and 16 October and none of them made money. The MSTR short came closest, covered at breakeven (−0.05%).

Most of it happened on 14 October, the day September’s CPI came in hot on core. That morning I too...

15 days ago
4

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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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