
Sign up to save your podcasts
Or


What we covered:β’ Jobs: +29K, unemployment 4.2%, July revised negativeβ’ Core PCE 3.0%, and the formula change behind itβ’ 10-year Treasury at its highest since 2002β’ Oil: $108 spike, then the G7 fire hoseβ’ Netflix at $67: why I'm holding below my stop, and what would make me sellβ’ Portfolio re-marked: ~+22.1% vs S&P +12.81%Free newsletter every Monday 6AM PT: link in descriptionWant the full education program? $98.99/moWant 1-on-1 time? $75/hour
π Learn to read weeks like this every Monday: linktr.ee/big.broconsulting
π 1-on-1 consult: what two more hikes mean for YOUR cash, bonds, and stocks: linktr.ee/big.broconsulting
π¬ Free newsletter + podcast: linktr.ee/big.broconsulting
β οΈ Not financial advice. Educational purposes only.
π Portfolio +24.4% YTD vs S&P +11.76% β +12.64% alpha. The double hit, the bounce, and why patience is the strategy: linktr.ee/big.broconsulting
π Book a 1-on-1 consult β UBER stop-loss review, NOW $120-125 entry sizing, NTNX entry zone timing, MMF vs deployment strategy: linktr.ee/big.broconsulting
π¬ Free weekly newsletter + podcast: linktr.ee/big.broconsulting
β οΈ Not financial advice. Educational purposes only.
π Portfolio +24.4% YTD vs S&P +11.85% β +12.55% alpha. CLARITY Act Tuesday 2:15 PM. FOMC Wednesday 2PM. UBER three-continent AV week. Learn the full framework: linktr.ee/big.broconsulting
π Book a 1-on-1 consult β FOMC positioning, ORCL re-entry $165-175, VST sizing, NTNX entry zone, UBER stop management: linktr.ee/big.broconsulting
π¬ Free weekly newsletter + podcast: linktr.ee/big.broconsulting
β οΈ Not financial advice. Educational purposes only.
π Portfolio +24.4% YTD vs S&P +12.75% β +11.65% alpha. Jobs +162K, Brent $95, SAIL + ORCL Tuesday, CPI Friday. Learn the full framework: linktr.ee/big.broconsulting
π Book a 1-on-1 consult β SAIL entry zone, ORCL re-entry timing, VST sizing, CPI positioning, MO dividend strategy: linktr.ee/big.broconsulting
π¬ Free weekly newsletter + podcast: linktr.ee/big.broconsulting
β οΈ Not financial advice. Educational purposes only.
π Portfolio +24.1% YTD vs S&P +12.65% β +11.45% alpha. Nvidia AI thesis confirmed. Iran skeptic thesis sixth validation. Intel INTC added at $86. Vistra VST spotlight. Learn the full framework: linktr.ee/big.broconsulting
π Book a 1-on-1 consult β VST entry sizing, INTC thesis, SAIL pre-earnings positioning, FOMC September 16: linktr.ee/big.broconsulting
π¬ Free weekly newsletter + podcast: linktr.ee/big.broconsulting
β οΈ Not financial advice. Educational purposes only.
π Portfolio +23% YTD vs S&P +12.1% β +10.9% alpha. CLARITY Act thesis tracked since February. BTC $100K target in sight. XE nuclear spotlight. Learn the full framework: linktr.ee/big.broconsulting
π Book a 1-on-1 consult β XE sizing, SAIL entry, crypto positioning, Nvidia reaction: linktr.ee/big.broconsulting
π¬ Free weekly newsletter + podcast: linktr.ee/big.broconsulting
β οΈ Not financial advice. Educational purposes only. Options and speculative positions carry significant risk.
π Portfolio +23% YTD vs S&P +14% β +9% alpha. UBER AV thesis executing on 3 continents. ORCL at $143.78 with $247 target. Learn the full framework: linktr.ee/big.broconsulting
π Book a 1-on-1 consult β ORCL sizing, UBER stop-loss management, SAIL entry timing, Jackson Hole positioning: linktr.ee/big.broconsulting
π¬ Free weekly newsletter + podcast: linktr.ee/big.broconsulting
β οΈ Not financial advice. Educational purposes only.
π Portfolio +22% YTD vs S&P +12.7% β +9.3% alpha. Options trade +61.9%. TSM entry zone delivered. Learn the full framework: linktr.ee/big.broconsulting
π Book a 1-on-1 consult β options sizing, TSM add timing, UBER thesis, CPI positioning: linktr.ee/big.broconsulting
π¬ Free weekly newsletter + podcast: linktr.ee/big.broconsulting
β οΈ Not financial advice. Educational purposes only. Options carry significant risk.
π Big Bro's portfolio +20% YTD vs S&P +9.20%. Learn the framework β exact watchlist prices, 10-year yield strategy, buy-profit-MMF philosophy: linktr.ee/big.broconsulting
π Book a 1-on-1 consult β TSM entry sizing, UBER thesis, META re-entry timing: linktr.ee/big.broconsulting
π¬ Free weekly newsletter + podcast: linktr.ee/big.broconsulting
β οΈ Not financial advice. Educational purposes only.
From the publisher's feed