You point out that the market is pricing in roughly an 80% chance of a Federal Reserve rate cut next month, which is underpinning the dollar bounce — how sensitive do you think that dollar strength is to unexpected data (e.g. a higher-than-expected U.S. inflation or jobs report)? In other words — if data surprises to the upside, could the bounce accelerate, or might it reverse sharply if things disappoint?

Given that Pirelli posted a solid 2024 profit and has reaffirmed its 2025 targets — but still faces headwinds from U.S. tariffs and unresolved governance issues with its major shareholder — what do you think is the bigger risk for the stock over the next 6–12 months: macro/external pressures (tariffs, auto‑market slowdown) or internal/structural risks (governance, shareholder uncertainty)? And under which scenario would you get bullish again?

Good article.

Totally agree. Tech rotation into lululemon ($LULU). You should also do this for Deckers ($DECK)

#RushStreet ($RSI) installed about enough relative to the giants in the sector. It’s a good company. Take that for what you will, i would still have chips in flutter

A boom. Bullish!

Good read, thanks. I've added $NVVE to my radar.

Good read, thanks.

Good to know about the bullish moving average cross overs. Agree BA is worth $267 seeing it achieve the recent high from 2023- break through that resistance and you have a high quality US manufacturer able to grow operations and revenues with rising equity/book value, not debt issues or asset sales, just what I want to see in my portfolio. A prince among common stocks and Dow component. Some heft to the tailwinds there.

Just read this book, thanks for the recommendation.