Everybody’s Wrong

I got my start on Wall Street in the summer of 2003, right as gold was beginning one of the great runs of our lifetime. At the time, I didn’t know much about anything. Not gold. Not stocks. I was…

There are some enormous initial public offerings (IPOs) lining up this year, and already there’s no shortage of opinions about what it all means.  SpaceX could be out as soon as this quarter. OpenAI looks like it’s also coming in…

Founder’s Note: Sam Gatlin is a big asset behind the scenes and on screen here at TrendLabs. He’s a quick learner, he’s a great mentee, and he’s always ready to share something interesting on Saturday morning. Here’s Sam with timely…

If you just listened to the headlines, you’d think technology is rolling over and dragging the entire market down with it. That’s the narrative. But the data tells a different story. Small-cap technology stocks have now risen for four straight…

Everybody loves to hate short sellers. They’re the “villains.” These are the “pessimists.” They’re the ones “betting against America.” But if you’re actually trying to make money instead of just sharing opinions, you should be grateful that short sellers exist.…

The first quarter is in the books. This is when I lean hardest on what I already know works. Zooming out isn’t optional. It’s the closest thing we have to a cheat code. Prices trend. That’s not an opinion. And…

Are you surprised stocks aren’t down more? Because if you’re just following the headlines, they’ll tell you things are breaking down everywhere. Bear market. Risk off. Get defensive. But when you actually look under the hood, it’s a different story.…

My friend Ari Wald put something on my radar this weekend that I haven’t been able to stop thinking about. Most people hear “buy the dip” and immediately look for whatever just got hit the hardest. The problem is, a…