Against All Odds Research

Against All Odds Research

Home
Podcast
Notes
Chat
Archive
Leaderboard
About
The Market Isn’t Dying — It’s Rotating
Why Mag 7 weakness isn’t a top… it’s a handoff to the next bull market leaders.
15 hrs ago • 
Jason Perz
The Summer Soldier and the Inflation Rebellion
The Summer Soldier and the Inflation Setup
22 hrs ago • 
Jason Perz
Gold Is Back in Command. Oil Still Stuck in Traffic.
Gold Rush Live at 2pm EST
Nov 13 • 
Jason Perz
Portfolio Review: Your Best Trade Doesn’t Mean Shit
You can nail Nvidia, short oil, or catch Bitcoin at the bottom — and still go broke. Risk management and portfolio construction are what keep you alive.
Nov 12 • 
Jason Perz
I'm Buying: Brazil’s Oil Giant Wakes Up
The rule stays the same: wait for a close above $13.14, use a 22% trailing stop, and size small. If it breaks, it runs.
Nov 12 • 
Jason Perz
I'm Buying: The Brain-Body-Portfolio Connection
We’re not spreading risk across random assets — we’re syncing correlated trades with precision and timing. This is how you build a portfolio that moves…
Nov 11 • 
Jason Perz
The Match and the Fuse
When policy becomes gasoline. Trump’s 50 year mortgage and $2,000 checks might be the spark that lights the next commodity boom.
Nov 10 • 
Jason Perz
Oil’s Not Dead — It’s Just Late
Crack spreads are exploding, margins are widening, and oil’s heartbeat just returned.
Nov 7 • 
Jason Perz
Dollar Wrecking Ball… or Rubber Sword?
Gold Rush Live at 2pm EST
Nov 6 • 
Jason Perz
Portfolio Review: Repo Panic or Regime Shift?
Behind the scary headlines, the Fed has quietly turned the liquidity spigot back on.
Nov 6 • 
Jason Perz
Why We’re Buying Coal
How the world’s dirtiest fuel is powering its cleanest technology.
Nov 4 • 
Jason Perz
It's the End of the World... Again
Trading doesn’t get easier. You just stop needing it to be perfect.
Nov 4 • 
Jason Perz
© 2025 Jason Perz
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture