Everybody’s Wrong

There’s a lot about the stock market that we don’t know, especially about the future. But there are a few things we do know. And here at TrendLabs, those are the things we build around. Prices trend. They don’t move…

Kids see the world differently. Their minds aren’t filled with all the noise we carry around all day. They’re not thinking about interest rates or stock prices. They’re thinking about snacks, colors, cartoons, and whatever game they just made up…

The whole point of this newsletter is to find opportunities where the story everybody’s telling doesn’t line up with what’s actually happening. We literally called it Everybody’s Wrong because everybody is wrong somewhere, always.   Right now, the narrative around technology…

The biggest story in 2026 hasn’t been the indexes. It’s the spread underneath them. You don’t even have to leave technology to see it. Software stocks just closed at new multiyear lows. At the same time, semiconductors are at all-time…

This is one of the oldest dad jokes on Wall Street, and it sticks around for a reason. You can’t have a party without chips. That applies just as much to markets as it does to a kid’s birthday. When…

Founder’s Note: Jason Perz was spot-on with the question he asked at the top of his most recent submission for the Saturday morning EW. “Is the market about to bottom right here?” he asked. The answer is not about “prediction.”…

I started trading about 23 years ago. I was 21, just getting my feet wet as stocks were coming out of a bear market and starting a new run. Gold was doing the same. Crypto didn’t exist yet. Not even…

Everybody is busy trying to predict the next crisis. That’s where the headlines are. That’s where all the noise is. And that’s where we’ve seen people go to feel smart. Meanwhile, I believe the real opportunity is sitting in the…