Sitemap - 2025 - Sleepysol’s Newsletter
BBB, NFP, software names and services.
The passification of Germany and how to make money from it
Half year recap- Unity, TikTok, Oracle, long China again(?) and more
Updated thoughts on Reddit, Hasbro, and Honeywell
Looking forward at the next few weeks in the stock market
Bombs in Tehran and bombs in the stock market
Twitter fight, S&P 500 inclusion, and NFP reaction
Domo Arigato Robot stocks! Stock market weekly recap
Nuclear names explode, a deep dive on an AI mircocaps, and ZS, CRM and Okta earnings talk
Updates on NBIS, PTON, and Honeywell
NBIS, HIMS, HOOD, and a couple of industrial pitches
Warren Buffett's favorite bet, event-driven arbitrage
24 bullish and bearish thoughts on the week ahead
A data center stock worth considering
Dollar, Tariffs, and Bounces OH MY!
Gold ripping and dollar dying. Why I think the dollar is the thing to watch
Apple stock is in free fall. Why that should give us pause
Doomsday stock market shopping list
Two less covered Oil names that should be on your radar
Defensive sectors, long bonds, and Q2 preview
PCE data is pointing to deflation- the market doesn't like that
Why I don't like Micron here, but I'll buy it lower
Onto the second act: stock market quarter in review
Discover Capital One deal might be in trouble
Max short? Or a long term bottom?
Live stream on YT 3/13 at 8pm EST
Emergency: the market broke today
Sunday evening market thoughts
Peloton update - 6 months later
2025 stock market survival guide and S&P 500 inclusion
Friday morning stock market thoughts
Sunday Market thoughts - Earnings and Trump Tariff discussion
Weekend stock market thoughts - Trump tariffs, Deepseek update, and Microsoft
Wednesday morning stock market note
What is Deepseek and how might it affect the stock market
Blue skies ahead, are we buying China, and what earnings do we like for next week.
Sunday afternoon market thoughts
Lower highs and bullish engulfing, what to make of this weird stock market?
Is it time to panic with the stock market rolling over??