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Lighter Than a Feather

By Tim Knight - 2 weeks ago (04, May 2026 9:00:00 AM)

For the entirety of this week, my portfolio positioning is going to be deliberately very, very light. When I’m at my most aggressive, my commitment level is 230%. Right now? 53%. It feels like being in all cash.

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Lenny and Squiggly

By Tim Knight - 2 weeks ago (04, May 2026 7:27:56 AM)

This is a follow-up to my post describing my bearishness against homebuilder Lennar (LEN). This massive topping pattern is behaving itself beautifully:

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Bit by Bit

By Tim Knight - 2 weeks ago (04, May 2026 5:56:15 AM)

When I went to bed Sunday night, I figured it was virtually certain that I’d need to do a post on Monday morning that I was giving up on my Bitcoin analogy (and, therefore, short position). It was up thousands of dollars and seemed in no mood to slow down.

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Passport Power

By Tim Knight - 2 weeks ago (03, May 2026 8:00:00 PM)

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Why No More Crashes?

By Tim Knight - 2 weeks ago (03, May 2026 4:00:00 PM)

I stumbled upon this video on Sunday morning and found it to be interesting and informative.

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