Sitemap - 2024 - Sleepysol’s Newsletter

This 10 trade a year strategy has beaten the market 12 of the last 13 years

Post Christmas thoughts

The only Tax loss harvesting stock candidate I'm buying this year

Quick pre-PCE thoughts

Did JPow just break the market?

Broadcom earnings, Walgreen's buyout, and a weak market into FOMC

The state of Video games

How we're trading X (US steel) - weekend market thoughts

Midweek stock market thoughts

Weekend market thoughts and earnings previews

S&P 500 inclusion - Q4 2024 Edition

Sunday Stock Market Thoughts

MicroStrategy Incorporated - The end

The aging basket

Sunday evening market thoughts

RFK and Nvidia Earnings Preview

Oil, CPI, and the stock market

Unity Software

Earnings preview for the week of 11/11

What (I think) the first year of Trump looks like

Quick Monday pre-election thoughts

The end of a mega earnings week

Update about Reddit post earnings

Reddit

Sunday evening stock market weekend thoughts

Stock Market week in review - All gas (and solar) and no breaks

Hasbro

Fashion investing 101

Betting on degeneracy

Join my new subscriber chat

Weekend market thoughts - PTON, UBER, SYF, NVDA, VZ, T, PM, and the political betting markets

Midweek stock market update: the European Bomb

Honeywell

Weekend recap- Thoughts on NVDA, AMD, TSLA, CEG, Software stocks, WBA and PTON.

Midweek thoughts on Peloton, Ubisoft and Celsius

Quick thoughts on the volatile energy sector

Utilities trade over? What the NFP numbers mean for the next few months.

Something weird is going on with DocuSign

Buongiorno from China!!

Should we chase the Alibaba breakout?

Putting lipstick on a pig

When 50bps is bullish

CPI preview, uninverted yield curve, oil to zero, and looking ahead the next few weeks

Quick update on a PHANTVM stock

What is the secure level to buy OKTA

Quick thoughts on Seasonality and other market moves

Buffett's SIRI arb play is possibly worth 15% upside in less than 10 days.

Why did someone buy 19mm of max strike Apollo (APO) calls this week?

Quick thoughts on CrowdStrike, Nvidia, and Okta

PDD, cheap growth, and if it's a buy

Peloton day 2 update. Is it time to be Bullish Baba? And an awkward Arb play.

Why I'm Bullish on Peloton into earnings

Pre Jackson Hole market set up

The Bull Case for Starbucks

Earnings I'm watching week of 8/12

Gaming out the next S&P 500 inclusions

What is an 'average' market pullback

The growth 'scare', the BoJ, and why HELOCs will save the market

Picking at bottoms in consumer discretionary - and a trade for earnings this week

The CapEx wars have started - where is the money flowing?

AT&T, Philip Morris, Verizon, 3M company, AbbVie and Hasbro earnings discussion

AI is dead, long live tech

Quick thoughts on Google, Visa, and Tesla earnings

Charts I find interesting week of 7-22-2024