Schelling.Point

Still Armed for the Flush: Cycle Report Midweek

No real change this week.

Jul 9 • saushank

The Market Still Wants Lower Prices

The read

Jul 6 • saushank

Below support, still armed for the flush

The bottom is not a forecast. It is a readiness test.

Jul 2 • saushank

May 2026

Bet the Tailwind, Not the Brand

Intel is up 281% in six months.

May 27 • saushank

2

Decorating

I bought the "taste is the new moat" take. It cost me 3 months.

May 13 • saushank

1

December 2025

November 2025

Strong Opinions not held so loosely

I keep an X list, five OG Discords, and a dozen Telegram groups, staying engaged across all of them to catch alpha—but more often than not, what I…

Nov 10, 2025 • saushank

2

August 2025

Portfolio Update: 19th July, 2025

Fortnightly Updates

Aug 19, 2025 • saushank

1

Portfolio Update: 4th August

Current Portfolio Allocation

Aug 4, 2025 • saushank

1

1

June 2025

Market Edge, 25th June, 2024

Market Context

Jun 25, 2025 • saushank

1

Market Edge, June 24, 2025

Market Context & Outlook

Jun 24, 2025 • saushank

1

Market Edge

Market Phase: Late Bull Market with Institutional Rotation

Jun 13, 2025 • saushank

1