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Soft Jobs, Hard Rates
Trading the week that was.
Oct 3
•
Portfolio Armor
2
Exits, 10/2/2026
How we did on the trades that we exited this week.
Oct 3
•
Portfolio Armor
3
1
Trade Alert: Better Health And Hard Money
Three bullish trades, with different paths to a payoff.
Oct 2
•
Portfolio Armor
2
Top Names, 10/1/2026
A look at the 6-month performance of our Top Ten Names from March 26th and this week’s Top Ten Names.
Oct 2
•
Portfolio Armor
2
1
Trade Alert: Power, Tungsten, And A Bearish Hedge
Two bullish entries and a bearish trade as physical bottlenecks meet weaker earnings.
Oct 1
•
Portfolio Armor
2
The Edge Starts With The Stocks
Across 170 completed weekly cohorts, our Top Names’ average six-month return was 17.94%, versus 9.85% for SPY. Two ways to put that edge to work.
Oct 1
•
Portfolio Armor
3
1
September 2026
Trade Alert: After uniQure’s 37% Selloff
Making sense of uniQure’s four-year AMT-130 data.
Sep 30
•
Portfolio Armor
3
4
Trade Alert: Apparel Momentum, A Biotech Readout, And A Retail Hedge
A Top Names apparel trade, a Multibaggers catalyst trade, and a bearish trade from our experimental screen.
Sep 29
•
Portfolio Armor
4
10
Anthropic’s IPO And The Strange Bedfellows Of AI Doom
What a Silicon Valley gangbang and Notre-Dame have to do with the future of AI.
Sep 29
•
Portfolio Armor
3
1
1
Trade Alert: Adjustment, 9/28/2026
Raising an entry limit on one of today’s trades after intraday repricing.
Sep 28
•
Portfolio Armor
2
Trade Alert: Two Growth Engines, One Retail Hedge
Bullish trades in specialty ingredients and medical technology, plus a bearish retail hedge
Sep 28
•
Portfolio Armor
3
Runner Review, 9/27/2026
Initial and revised targets
Sep 27
•
Portfolio Armor
2
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