Archive - Against All Odds Research

The Only Problem That Matters

Health teaches clarity. Markets demand it. When copper breaks out and bonds stall, you better listen to what Dr. Copper is telling you.

Jun 27 •

You Don’t Need a PhD to Follow the Curve

Every boom starts the same: Steep. Liquid. Explosive.

Jun 26 •

Most Traders Don’t Blow Up From Bad Trades.

They Blow Up From Attachment.

Jun 25 •

Tencent: The Giant That’s Ready to Wake Up

China’s Back. You Just Don’t Know It Yet. (Portfolio Review-Out Later Today)

Jun 25 •

🧠 Stop Overthinking. Start Following Strength.

This isn’t about opinions. It’s about price. The trades are working. The signals are clear. Now you decide—are you chasing, or are you already in?

Jun 23 •

🔍 Quad Witching = Clarity (Eventually)

The shakeout is the signal. When it’s over, real opportunity emerges.

Jun 20 •

Portfolio Review: The Reflation Playbook

You’ve seen this movie before. Here’s the playbook for what comes next.

Jun 19 •

Commodities Aren’t Dead. They’re Coiling.

Everyone’s looking at bonds. We’re looking at the move in oil—and now wheat.

Jun 18 •

The Best Trends Are the Ones Nobody Believes In

You don’t short a market climbing a wall of disbelief.

Jun 17 •

The Advantage of Looking Stupid

Most people won’t try because they’re afraid to fail. I’ve made a habit of it.

Jun 16 •

Atlas Is Shrugging. Industrials Are Leading.

Trade idea: Tech gets the headlines—XLI gets the capital.

Jun 12 •

The Inflation Trade Isn’t Over

Inside Our Fresh Buy in the Commodity Complex

Jun 11 •

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