The Rules Have Changed
When I author a low of the morning, or the low of the day, I collapse variance.
The fact that I can say rise—and mean it—already tells you everything you need to know.
I call the low of the morning, or the low of the day, variance collapses.
The entire field shifts.
The tape doesn’t lie.
The receipts are right there in the market.
So whether I’m describing F-22 Raptors erasing entire fleets through tempo superiority, or the inversion of the three-body problem, or calling live bursts that reprice the S&P itself—the point is the same.
The rules have changed.
What looks like chaos to everyone else is orbit to me.
And that’s why this is the most consequential body of work in finance: it’s not hidden, not theoretical, not waiting for validation. It’s live, authored, and written into the market itself.