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All right, new all-time highs. Uh I did not think we would uh be seeing those until possibly later this year, if at all. Uh multiple compression is still my overall story, but clearly uh the rally has been unprecedented. I'll go through a lot of that. Uh but you got new all-time highs. Uh a lot of new things I've added to the website that I'll show you some of this week. These will keep coming, guys, for those of you who've not only been subscribing, but been reaching out and have been doing wel
Frameworks extracted
4 totalFINweeks
Momentum Technical Scoring System
Score every stock in a thematic basket to rank entries, size positions, and avoid overbought traps
FINmonths
Macro Regime Sector Rotation Framework
Decode the true macro regime from market signals and concentrate capital in the winning sectors
FINmonths
Scarcity Regime Investment Framework
Identify physical resource constraints before the market reprices them and build portfolios around the bottleneck
FINweeks
Momentum Technical Scoring System
Score and rank stocks on objective momentum signals to find the highest-conviction trend entries