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Negative Equity Fallout
What equity wipes for the consumer might mean as a possible trade
 • 
Paul Cerro
13:08
9
My Canary In The Coal Mine: Pets
What the sudden shift in consumers relationships with their pets might say about the state of the economy
 • 
Paul Cerro
11

May 2023

Slowly At First, Then All At Once
An update on the state of the consumer
 • 
Paul Cerro
12:46

February 2023

Trading Strategy Beat the S&P, QQQ, & DIA in 2022
How an embarrassingly simple trading strategy beat the S&P by 14 percentage points in 2022
 • 
Paul Cerro
2
The Ticking Time Bomb No One Is Talking About
The over $1.7 trillion, trillion with a "T", powder keg

December 2022

Winter is Coming
What's going on and why we're still concerned about the economy
 • 
Paul Cerro
20:18
Empty Words. Empty Promises. Exert Patience.
Why the recent hopium in cannabis signaled a spectacular rise and fall
 • 
Paul Cerro
0:09

November 2022

Black Friday: Fools Gold Indicator
Why you need to be cautious of preliminary headlines from consumer spending this holiday
 • 
Paul Cerro
VIX Signaling No Recession?
Why the market "fear gauge" may not be broken
 • 
Paul Cerro

October 2022

F45 (FXLV) M&A Arbitrage Play
Can there still be money to be made after the pop?
 • 
Paul Cerro
11:09

September 2022

Why Petco Is A Better ROI Than Chewy
1 space. 2 different business models. 1 clear winner.
 • 
Paul Cerro
21:28
Broken Arrow: The Consumer is Not "Okay"
Some pressures are beginning to show and it doesn't look good
 • 
Paul Cerro
19:27
2
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