research

Orders up 40%, profit down 6%: the one check I ran on Carrier

Oct 23, 2026

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1 min read

Orders up 40%, profit down 6%: the one check I ran on Carrier

The five-minute margin check, and what I'm watching on 29 October

🌊 Tom Lee is $4.4 billion under water on Ethereum. He bought more last week.

Sep 30, 2026

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3 min read

🌊 Tom Lee is $4.4 billion under water on Ethereum. He bought more last week.

Why a buyer that deep in the red doesn't have to sell, and what a viral post got wrong about AI's

📊 66,465 real accounts, and the problem was never the stock picking

Sep 12, 2026

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3 min read

📊 66,465 real accounts, and the problem was never the stock picking

5 minutes. What 66,465 real brokerage accounts say about why good analysis doesn't show up in the account.