The WTK Report

WTKTheContrarian
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Discussion about stocks, investing, sports, history, health, harmony, culture, travel, and anything else that comes up. tkthecontrarian.substack.com

  1. Jul 30

    The WTK Report: Episode 39 - 50% Plus Of $SPY Traded Over 10x Sales, Leopold, Citadel, The Fed, Warsh As A Monetarist, $RSP, $BE, $SMH, $SNDK, $ADBE, $MSFT, & More.

    Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

    The WTK Report: Episode 39 - 50% Plus Of $SPY Traded Over 10x Sales, Leopold, Citadel, The Fed, Warsh As A Monetarist, $RSP, $BE, $SMH, $SNDK, $ADBE, $MSFT, & More.

  2. Jul 28

    The WTK Report: Episode 38 - Momentum Monthly Sell-Off, Software & Value Surge Continues, $ADBE, $CHTR, Mike Green On Semiconductors, $SNDK, $MU, The Fed, Oahu, Jose, & Surviving A Storm

    Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

    The WTK Report: Episode 38 - Momentum Monthly Sell-Off, Software & Value Surge Continues, $ADBE, $CHTR, Mike Green On Semiconductors, $SNDK, $MU, The Fed, Oahu, Jose, & Surviving A Storm

  3. Jul 27

    The WTK Report: Episode 37 - Tech Stocks Hammered, Software Surges $ADBE, Retail Participation, Precious Metals, $GDX, $GDXJ, $GLD, $SIL, $NEM, $B, $SBSW, & Potentially Lower Interest Rates

    Retail is stepping away from the market… Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

  4. Jul 26

    The WTK Report: Episode 36 - Oil At $100 Is Not Expensive, Yields, Florida Home Prices, Historical Mortgage Rates, Bank Stocks, & Mortgage Plays $DB, $BCS, $SAN, $WFC, $C, $RKT, $BLNE, $UWMC, $AGNC

    Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

    The WTK Report: Episode 36 - Oil At $100 Is Not Expensive, Yields, Florida Home Prices, Historical Mortgage Rates, Bank Stocks, & Mortgage Plays $DB, $BCS, $SAN, $WFC, $C, $RKT, $BLNE, $UWMC, $AGNC

  5. Jul 25

    The WTK Report: Episode 35 - Energy Prices, Bond Yields, CPI, & The Fed Is Not Going To Raise Rates

    Attached charts iShares 20+year Treasury Bond ETF $TLT first. Notice that bond yields made their high in the middle of May of 2026, then they declined before the recent rally. Next, oil and the long end are moving together. Last, remember that $WTIC oil averaged $100 between 2008 to 2014, which would be $160 using CPI adjusted inflation today. Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

  6. Jul 24

    The WTK Report: Episode 34 - Earnings Revisions, Dispersion, Volatility Is Opportunity, $CLF, and $CHTR, $SPY, $QQQ, $IWM, $BE

    Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

    The WTK Report: Episode 34 - Earnings Revisions, Dispersion, Volatility Is Opportunity, $CLF, and $CHTR, $SPY, $QQQ, $IWM, $BE

  7. Jul 23

    The WTK Report: Episode 33 - Kauai, The Big Island, $CLF, $GOOGL, $TSLA, Crude Oil, $RIG, $BORR

    Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

    The WTK Report: Episode 33 - Kauai, The Big Island, $CLF, $GOOGL, $TSLA, Crude Oil, $RIG, $BORR

  8. Jul 2

    The WTK Report: Episode 32 - Country Roads Take Me Home, $KORU, $EWY, $SMH, Momentum Falters, 3 Swings, 6 Parts, $MTUM, $CRWV, $IREN, $NBIS, $META, $SNDK, $MU

    This is a feature, not a bug, it just hasn’t gone our way yet, but it will. Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

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About

Discussion about stocks, investing, sports, history, health, harmony, culture, travel, and anything else that comes up. tkthecontrarian.substack.com

Information

  • Creator
    WTKTheContrarian
  • Years Active
    2025 - 2026
  • Episodes
    40
  • Rating
    Clean
  • Copyright
    © Travis Koldus
  • Show Website
    The WTK Report