Dillon’s Newsletter
Subscribe
Sign in
Home
Archive
About
More
return
;
New
Top
Discussion
The Future Bullish Progression of Fed Policy
The current market cycle is coming to an end, finally, over the next 6-8 weeks
Dillon
23 hr ago
6
Comment
3
Share
Share this post
The Future Bullish Progression of Fed Policy
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
Portfolio Update: Stock Market Bottom in View
This is what to look for, when we bottom and how I am positioning myself
Dillon
May 21
5
Comment
5
Share
Share this post
Portfolio Update: Stock Market Bottom in View
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
DLocal Earnings
The thesis, financial results interpretation, and business updates
Dillon
May 20
9
Comment
Share
Share this post
DLocal Earnings
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
Was that Market Bottom? Portfolio Update
Let's talk about the markets and moves I made
Dillon
May 14
6
Comment
23
Share
Share this post
Was that Market Bottom? Portfolio Update
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
Portfolio Update & "The Narrative"
Let's Make Sense of This Short Term Narrative & Update on Buys/Sells I made
Dillon
May 8
5
Comment
7
Share
Share this post
Portfolio Update & "The Narrative"
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
Long Term Investing is Dead
Let's start in 2004, after the NASDAQ Bubble and Before the GFC
Dillon
May 4
7
Comment
10
Share
Share this post
Long Term Investing is Dead
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
Portfolio Update, A Historic Week for a Historic Period in Stock Market History
From Sentiment to Fed Policy and Action, This is Historic
Dillon
May 1
5
Comment
1
Share
Share this post
Portfolio Update, A Historic Week for a Historic Period in Stock Market History
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
2022's "Tale of Two Markets" Coming to an End
The Bifurcation of the Markets is Incredible and Isn't Sustainable
Dillon
Apr 29
14
Comment
4
Share
Share this post
2022's "Tale of Two Markets" Coming to an End
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
Week in Review, Week Ahead, & Portfolio Update
Market outlook, thesis, reminder of long term objective and moves made last week
Dillon
Apr 25
5
Comment
Share
Share this post
Week in Review, Week Ahead, & Portfolio Update
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
Earnings Preparation and Silvergate
A primer for the upcoming earnings season and a review of Silvergate's earnings call
Dillon
Apr 19
6
Comment
5
Share
Share this post
Earnings Preparation and Silvergate
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
Expect Short Term Downside
This Will be the Story of the Markets for Awhile
Dillon
Apr 18
10
Comment
2
Share
Share this post
Expect Short Term Downside
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
Portfolio Update Week 2
Markets Remain Weak But Opportunity is High
Dillon
Apr 17
9
Comment
5
Share
Share this post
Portfolio Update Week 2
blusuitdillon.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts