Markets & Strategy

The Investor’s Brain: Who Is Holding the Reins? Over the last several years, I’ve become increasingly fascinated by something that has very little to do with P/E ratios, charts, earnings, or interest rates: The brain of the investor There is actually a field devoted to this intersection called neurofinance the study of how our brains, emotions, reward systems, and stress responses influence financial decision-making. And the more I study it, the more convinced I become that u

Isaac Newton wasn't talking about the stock market, but the principle shows up there time and time again. One of the biggest mistakes investors make is believing that because a company is a leader, it can't experience a large decline. Being a great company and having a great stock are not always the same thing. Today, Micron is one of the market's strongest AI leaders. I continue to believe it has tremendous long-term potential. But leadership does not eliminate risk. In fac

What do Turtles and Stocks Have in Common? Several years ago, while visiting Mexico, I watched volunteers release nearly 100 baby sea turtles into the ocean. As they made their way toward the water, I learned a startling fact: only a tiny percentage would survive to adulthood. Yet nobody viewed the release as a failure. The goal was never for every turtle to survive. Why a Few Trades Matter More Than Most Many investors believe success comes from being right most of the time.

The Trend Paradox: Why Winners Often Keep Winning Most investors have experienced the same thought: "I missed it." A stock has already moved higher. A sector has already rallied. The headlines are everywhere. The chart looks extended. Surely the opportunity is gone. Yet some of the most influential market research ever published suggests the opposite. Researchers Narasimhan Jegadeesh and Sheridan Titman studied decades of stock market data and discovered that stocks that ha

The highly anticipated IPO of SpaceX is expected to eventually make its way to the public markets, and many investors are beginning to ask a bigger question: Is “space” no longer just about rockets? What makes this theme so interesting is that it extends far beyond exploration. We’re talking about internet infrastructure through Starlink, communications, defense, AI infrastructure, energy, and potentially even future data center power solutions. The world is entering an era w

Over the last few weeks, the market has started to feel different. What began as cautious buying is now turning into broad participation, momentum, and confidence returning to the market. This is what investors often call a “melt up” phase. As a student of market history, one thing I’ve noticed over and over is that some of the greatest investors didn’t make their biggest returns during the calm periods. They made them during these powerful momentum phases when markets sudden

I recently attended a conference surrounded by pension funds, sovereign wealth managers, and institutional allocators groups responsible for making sure hundreds of thousands of people continue receiving retirement benefits for decades. So naturally, I listened closely. And one allocator in particular made something click for me. Take the New York State Common Retirement Fund, one of the largest public pension funds in the United States. This fund manages nearly $300 billion

For those of you who like to stay active in the markets, the past few months have probably felt like banging your head against a wall. There’s been very little consistency or direction. What worked for the last three years simply hasn’t worked for the last six months.

The symbolism of The High Priestess reflects a calm and thoughtful approach to investing. She represents patience, awareness, and the ability to see what others may not yet notice. At her feet is the moon, reminding us that markets move in cycles, just like nature. The pillars behind her symbolize balance between risk and opportunity. The High Priestess reminds us that in times of noise and uncertainty, stepping back, observing carefully, and waiting for the right moment can

I recently watched Alysa Liu win gold at the Olympics, and I found myself unexpectedly in tears. It wasn’t just the medal or the technical precision that moved me. It was the joy. There is something deeply powerful about watching someone operate fully inside their gift, no visible strain, no tightness, no fear of the outcome. Just presence. Flow. Mastery. When an athlete is in that kind of rhythm, you can feel it. Outperformance is hard to define by listing what it is. It’s

Fear protected your family thousands of years ago… today it slows your wealth. Long before we ever thought about economics and the stock market, we were cavewomen and cavemen trying to keep our families alive. Our brain evolved to scan for danger, rustling bushes, shifting shadows, anything that might threaten the people we love. That wiring is still running the show when we invest. Your brain treats every market dip like a predator at the mouth of the cave. Every downturn fe

A short squeeze is when too many traders bet a stock will fall, and when it rises instead, they’re forced to buy it back pushing the price sharply higher. You probably heard of the movie Dumb Money, the story of retail traders banding together to squeeze hedge funds that were heavily short GameStop. The stock didn’t explode because of normal buying pressure; it exploded because the people betting against it were forced to buy it back. That moment felt historic but here’s the

Look at the 4-hour volume bars: They’re loud. Thick. Conviction-sized. This is what tells you the behavior has shifted: Institutional demand is showing up Someone is absorbing the sell pressure The drop has traveled far enough for money with patience to enter And this is the key difference between guessing and using probability: Buying every small dip → that’s catching a falling knife. Buying when major volume appears after a long decline → that’s timing based on demand, not

She Wealth Market Lens A Simple Edge Every Investor Can Use Most people believe investing is only for experts people who dissect balance sheets or analyze charts for hours. But you don’t need to be a financial professional to have an edge. Sometimes the strongest advantage comes from something as simple as paying attention. One of the most powerful tools available to everyday investors is this: Public officials must report their trades. Members of Congress. Cabinet leaders. E

Before we talk numbers, let’s talk emotion. Every market bubble is built on human behavior: hope, excitement, greed, denial, fear, and, finally, despair. These emotions don’t just move the chart; they are the chart. Look at the image above, the Stages in a Bubble. It starts quietly in the Stealth Phase, when only a few “smart money” investors are willing to take the risk. Confidence builds in the Awareness Phase, as institutional investors begin to buy in. Then comes the Mani

Some investors read the market like they’re skimming a single paragraph fixated on one sentence, one headline, one earnings number. But many women read markets the way they read a novel. We hold the whole storyline in our minds, the character arcs, the tension rising between chapters, the tiny clues planted early that don’t bloom until much later. We sense when the “happy moment” arrives too early to be trusted, or when a plot twist feels out of tune with everything that came

Sometimes the smartest move isn’t to “wait it out” it’s to redirect your energy where momentum already lives. This week’s vlog dives into the efficiency of capital, why holding a stagnant position ties up opportunity, and how stepping into strength can accelerate your growth. It’s not about chasing; it’s about aligning with movement. Click the image below to watch. If you’re ready to stop waiting and start moving with purpose whether that means learning to spot momentum or ha

Markets are a lot like chess, every move reveals intention, but the real power lies in thinking four steps ahead. China plays that game well. Its latest rare earth maneuver wasn’t impulsive; it was strategic positioning. It’s a reminder that economic strength isn’t just about who moves fastest it’s about who controls the board. With only one major rare earth processing plant on U.S. soil, we’re realizing that our next move may depend on how well we anticipate theirs. Is Octo

Mixed martial arts has exploded in popularity, and my boys are hooked. On a recent road trip we listened to a podcast featuring one of the all-time greats, Georges St-Pierre. He talked about how the sport evolved because no single discipline, whether Muay Thai, boxing, or jiu-jitsu was enough on its own. The magic comes from blending them all together. That struck a chord with me because it’s exactly how I think about the markets. In investing, one style on its own whether fu

Using technical analysis is a lot like being a detective. When you look closely at a chart, you often notice small “clues” right before the market decides whether to reverse or continue its trend. Swing traders in particular try to spot these signals, aiming to step in a little earlier and capture the bigger moves. Momentum traders spend countless hours, my wife can confirm, staring at charts, learning how these subtle patterns start to “speak” to you over time. Maybe it’s a