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Sam Gatlin
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Jason Perz

Commercial Hedgers Just Rang the Bell

Palladium commercial hedgers just flipped net-short.

Back in July, we laid out the case that Palladium was quietly finishing one...

December 8, 2025
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Under The Hood

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the...

December 8, 2025
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Top Down Trade of the Week (12/06/2025)

Buying the failed break in an IT services Industry leader

Welcome back for another Top Down Trade of the Week.

This is a classic leadership scan.

This week’s standout is Technology, which—despite sitting at the bottom of our sector rankings...

December 6, 2025
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