Prebell Pregame
A streamlined weekly schedule laying out exactly what is in store from Monday to Friday. Don cuts through the noise to provide the week’s key catalysts, including the expectations and priors for each. It’s the perfect digest for investors looking for a high-value, low-friction reminder of what to watch week-to-week with the occasional thought or idea as well.
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It certainly sounds like a huge week for markets: Nvidia, PCE, The Demise of Software, Private Credit Blow Ups, a New Tariff Plan Post SCOTUS… but, I am not expecting much. In this edition of the pregame, I’ll explain why I’m ignoring the Nvidia noise, point you toward a sector positioned for a breakout, and…
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🥂Here’s to the first full trading week of 2026!🥂 Rubber meets the road as fresh labor data tests expectations surrounding monetary policy. Click here for details on the economic reports that matter, a potential play in IB, my thoughts on marijuana stocks, and a sentence on oil following this weekend’s events between the U.S. and…







