Walk reports, counts and the occasional argument, newest first.
Sep 9, 2026
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3 min read
5 minutes. Why a long-term buy gets split in two, and where the stop goes instead.
Sep 5, 2026
4 min read
Nobody in the room made a bad decision. They still overpaid
Sep 1, 2026
4 minutes. Every US sector through two gates, and the one that fails on the gate nobody checks.
Aug 31, 2026
5 minutes. The quarter-percent Friday that hid a four-point rotation, and what's moved since.
Aug 30, 2026
Every trade I've closed since, losers included. Plus the number that decides how big a position should be.
