Pinned Tweet
kinfo finally updated.
$82.7k last month. 78% win rate. every trade verified.
people called me fake. said it was paper trading. i get it, this space is full of liars.
so here it is. $1M verified all time, and another ~$300k that still hasn't loaded into kinfo. i'm working on that.
thank you to everyone who believed before the proof existed. this is only the beginning.
@kinfo
cognitiveFade retweeted
US STOCKS REBOUNDED AS CHIPMAKERS RALLIED, WITH THE NASDAQ 100 RISING 1.2% AND THE S&P 500 GAINING 0.4%, AS INVESTORS RENEWED OPTIMISM OVER AI-DRIVEN EARNINGS. UPCOMING RESULTS FROM META AND TESLA WILL TEST CONFIDENCE IN THE AI INVESTMENT BOOM.
This is so true in trading. Easy to write off each bad trade as a one off and move on, when the same root cause keeps showing up. Diagnosing that properly is tedious, but it is where the improvement happens.
The most common mistake I see people make is dealing with their problems as one-offs rather than using them to diagnose how their machine is working so that they can improve it.
They move on to fix problems without getting at their root causes, which is a recipe for continued failure. A thorough and accurate diagnosis, while more time-consuming, will pay huge dividends in the future. #principleoftheday
cognitiveFade retweeted
Very strong resemblance between the NDX and Korea's stock market during 2026. Magnitudes are different (beta) but the dance steps are largely the same.
cognitiveFade retweeted
Our strengths cannot exist in an environment of comfort; what we don't exercise inevitably atrophies. Here are two realities of trading success: traderfeed.blogspot.com/2026…
cognitiveFade retweeted
ICYMI. At least $SPX is near record highs. Imagine the impetus to monetize equity in second homes if that was not the case.
(Silver lining [pardon the double entendre]?Looking for a beach house?)
cognitiveFade retweeted
U.S. job numbers keep getting revised lower, per Bloomberg.
Since the start of 2025, initial jobs reports have been revised down in 16 of 20 months, cutting a total of 793,000 jobs.
That’s an average of nearly 40,000 jobs a month that were reported, then quietly erased.
cognitiveFade retweeted
Large US bank stocks are under historic pressure:
The KBW Bank Index has dropped for 6 consecutive weeks, its longest streak since the 2008 Financial Crisis.
This also marks its 3rd-longest streak this century.
Over this span, the index has fallen -11%, to its lowest level since the first week of June.
Bank of America, $BAC, State Street, $STT, and Citigroup, $C, were among the worst performers over this period, declining -18%, -14%, and -10%, respectively.
This comes amid rising investor concerns over AI disrupting financial services and higher interest rate expectations.
Furthermore, mixed Q3 2026 earnings results reported last week failed to ease the pressure.
Large US bank stocks are having a terrible year.
Honestly, the unemotional part is what stands out to me. Discipline is easy to talk about, but staying calm and still having the courage to act when the moment actually comes is a completely different level.
cognitiveFade retweeted
SPX vol really woke up here, suggesting hedges coming in. This is day over day change in 1-month skew
Looking forward to this one.
I’ve spent 20+ years shorting small caps and reading SEC filings for a living. On Nov 6 I’m doing a free live session on how that actually works.
Find Your Trading Edge — live w/ Adam Lambert
📅 Fri, Nov 6 · 12:00 PM ET
What we’ll cover:
• How I break down SEC filings for edge, long and short
• Case studies from real trades
• Why community + education matter (and the blow-up mistakes that kill accounts)
• A walkthrough of TraderPods
• Picking the right prop firm for you
One attendee wins a Zimtra Elite account — $20K buying power.
Register free: event.webinarjam.com/8zxyo/r…
We partner with Zimtra and may receive incentives. Educational only, not trade advice.
+$25,353 Very low stress day.
Love it when market gives low hanging fruits. Log off by 11am is the best way to recoup for next day.
Guess the ticker?
cognitiveFade retweeted
The Fed has failed spectacularly at its most important mandate: price stability.
Since January 2020, consumer prices in the US have risen at a 4% annualized rate, DOUBLE the Fed's 2% target.
The CPI is now 14% above where it would be if the Fed had actually done its job.
cognitiveFade retweeted
High Beta, Pure Growth, and Momentum are the only three U.S. equity factor indices in negative territory month to date. By contrast, Low Volatility leads the factor space with a 4.0% gain, while the S&P 500 is up 0.9%. A sector lens helps explain this divergence. Information Technology is the only S&P 500 sector in negative territory this month, and its weakness has weighed disproportionately on High Beta, Pure Growth, and Momentum strategies.
@SPDJIndices
cognitiveFade retweeted
Why are US government bond yields falling despite hotter-than-expected CPI and PPI inflation prints (CNBC chart below)?
I suspect it comes down to two main drivers, with the second having more implications for the well-being of the US and global economies:
A flight to quality out of formerly high-flying tech stocks that are now coming under pressure—a move reinforced by multi-year highs in nominal yields and emerging pockets of credit stress in the most vulnerable segments.
Concerns over the robustness of tech as one of the two primary engines of US economic growth.
#economy #growth #inflation #markets #bonds #yields
This hit me. I usually only review the trades I took, but the ones I passed on say just as much about my patience and hesitation. That is an honest mirror I should look into more often.
When we review not only our trades but the opportunities we failed to trade, we become better pattern recognizers: traderfeed.blogspot.com/2026…


































