The last few months haven’t been easy.

Markets have been choppy. Leadership has rotated. Breakouts have failed. Trends have stalled. Some positions have worked. Others have been stopped out.

In other words, it’s summer.

If you’ve...

Carnival $CCL is one of the great reopening stories of the past few years.

The company nearly died during COVID, survived one of the ugliest balance sheet events in modern travel history, and then spent the next several years repairing the...

For the last few weeks, investors have been asking whether the recent dollar strength marks the beginning of a larger move higher.

Maybe.

But if we’re going to get a sustained bull market in the dollar, one thing probably needs to happen...

Yesterday, we wrote about Victoria’s Secret $VSXY.

And today, we’re staying with the consumer, but we’re moving from lingerie to lending.

That...