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  • My Top 5 Lessons Learned in 2025

    1) Keep Working — Trading Doesn’t Replace a Day Job Investing3) Go Against the Herd — Corrections and Bear Markets Are Your Friends4) Don’t Catch a Falling Knife — Wait for the Bottoming Signals5) Be Kind — But Be CautiousFinal ThoughtsA year-end reflection from Breaking Metrics As we roll into December, I’ve…

  • Black Friday Starts NOW – 🚀 Fraywire+ Just Got a Whole Lot Better

    🔥 Black Friday Sale Starts Today — 50% Off Fraywire+Promo Code: FRAYWIRE2025💎 $10/month(best deal — normally $180)What You Unlock as a Fraywire+ MemberIf You Miss the Sale$20/month vs monthly)A Note for Substack Readers.If you’ve been thinking about upgrading — this is it.Hey everyone — quick but major update. I’ve completely overhauled how…

  • The Republican Party Is Cooked

    1. The GOP’s Biggest Accomplishment2. The Worst Recession in a Century — Delivered Right on Schedule3. Housing Is a Disaster — And Republicans Have No Plan4. Inflation Never Went Away — It Just Became Permanent5. H-1B Visas and Foreign Student Pipelines — Still Wide Open6. Trump Had 10 Years to Build a…

  • The Trades vs. the Tech Nerds: How America Abandoned the People Who Build It

    A Warning from the SkyThe Economics of DeferralThe Failing FoundationPolitical ParalysisThe Great DisconnectThe Bill Comes DueThe Reckoning AheadReferencesThe U.S. is betting its future on AI and data centers while ignoring a trillion-dollar physical collapse beneath its feet. A Warning from the Sky When a 34-year-old UPS cargo plane crashes in a fireball,…

  • Markets Hold Their Breath as Shutdown Drags On

    OverviewWhat ChangedWhy It Makes Economic and Strategic SenseHow It Hits MarketsScenarios and Market Read-ThroughPositioning ContextWhat to Watch This WeekBottom LineReferencesRising bearish sentiment signals growing unease across markets and Main Street alike. Overview The ongoing government shutdown is increasingly impacting public sentiment and economic forecasts. Recent polling indicates a growing concern among Americans…

  • The Next Stage of the Trade War: The Stuff Inside Your Phone

    OverviewWhat ChangedWhy Trump’s Tough Line Makes Economic and Strategic SenseHow It Hits Markets1) AI & Semiconductor Supply Chains2) Autos & Industrials3) Energy Transition4) FX & RatesScenarios and Market Read-ThroughPositioning ContextWhat to Watch This WeekBottom LineOverview China expanded export controls on rare-earth materials and technologies, including permanent magnets, and extended restrictions to parts,…