Notes From the Rabbit Hole - NFTRH

https://nftrh.com/2026/06/01/profitable-trades-have-come-too-easy/

Profitable Trades Have Come Too Easy - Notes From the Rabbit Hole Notes From the Rabbit Hole Profitable Trades Have Come Too Easy % - Public

https://nftrh.com/2026/05/27/the-ai-driven-semiconductor-bubble-is-more-than-just-a-bubble/

The AI-Driven Semiconductor Bubble is More Than 'Just a Bubble' - Notes From the Rabbit Hole Despite excellent fundamentals, valuation and momentum will send the Semi sector into correction. There will be less sexy areas to this play.

https://nftrh.com/2026/05/08/april-payrolls-report/

April Payrolls Report: Back to the Future Under Trump... w/ One Notable Exception - Notes From the Rabbit Hole The April Payrolls report came in higher than expected, with the usual suspects (services) as the driver and manufacturing in decline.