Archive - Dillon’s Newsletter

New Top Discussion

The current market cycle is coming to an end, finally, over the next 6-8 weeks

23 hr ago

This is what to look for, when we bottom and how I am positioning myself

May 21

The thesis, financial results interpretation, and business updates

May 20

Let's talk about the markets and moves I made

May 14

Let's Make Sense of This Short Term Narrative & Update on Buys/Sells I made

May 8

Let's start in 2004, after the NASDAQ Bubble and Before the GFC

May 4

From Sentiment to Fed Policy and Action, This is Historic

May 1

The Bifurcation of the Markets is Incredible and Isn't Sustainable

Apr 29

Market outlook, thesis, reminder of long term objective and moves made last week

Apr 25

A primer for the upcoming earnings season and a review of Silvergate's earnings call

Apr 19

This Will be the Story of the Markets for Awhile

Apr 18

Markets Remain Weak But Opportunity is High

Apr 17

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