The WTK Report

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 02.07.2026 9:19 ↓

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

The WTK Report: Episode 31 - Catching Up With Friends, $QQQ, $META, World Cup 01.07.2026 10:43 ↓

Party in the U.S.A, hopefully. Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

The WTK Report: Episode 30 - Pep Talk, Quarter End Positioning, Contrarian Bullish Take On Economy, Redbook Retail Sales Surge, QQQ's, O Circa 1999, & Natural Gas Perks Up 30.06.2026 17:12 ↓

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The WTK Report: Episode 29 - Anecdotal Lunch Evidence, Dry Humor Podcast Review, & Warsh/Interest Rates 29.06.2026 9:12 ↓

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The WTK Report: Episode 28 - Parallels To 2000, The Silver Lining, & Patience Is A An Investing Superpower 27.06.2026 56:58 ↓

This is a longer than usual podcast with myself, Travis, and David Titus. Hopefully this helps spark some thinking and discussion. Also, quietly, the iShares Russell 2000 ETF $IWN is up 23.0% YTD, outpacing the returns of the Invesco QQQ Trust $QQQ , which is up 15.3% YTD, and the SPDR S&P 500 ETF $SPY , which is higher by 7.5% YTD. The return numbers I quoted in the podcast were slightly differen...

The WTK Report: Episode 27 - Historic Market Moves 15.05.2026 12:24 ↓

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The WTK Report: Episode 26 - Civil War History Nerd, Murray Stahl, Stock Market Discussion, Bank Loan Growth, Investor Positioning, $SPY, $QQQ, $ADBE, $MSFT, $ORCL, $BTU. 10.04.2026 9:44 ↓

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The WTK Report: Episode 25 - 7 Day Market Rally, YTD Returns for $SPY, $QQQ, $IWM, $IWN, $RSP, $MSFT, $ORCL, $ADBE, $IGV, $BTU, $XOM, $AR, $HCC, $METC 09.04.2026 5:16 ↓

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The WTK Report: Episode 24 - Strong Jobs Report, $IWN ,$IWM, $RSP, $SPY, $QQQ, $JOE, $RH, & Story Time 03.04.2026 9:38 ↓

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The WTK Report: Episode 23 - Braylon Mullins, Bryce Drew, Oil, Markets Sentiment, $CASY, $TLT, $SPY, $QQQ, $WTIC, $BRENT 30.03.2026 11:29 ↓

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The WTK Report: Episode 22 - The U.S. Dollar, Kharg Island, U.S Relative Winner, Goldman Sach's Panic Index Spikes, Bonds, $TLT, $WTIC, $MSFT, $QQQ, $SPY, $EFA, $EEM 27.03.2026 12:32 ↓

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Looking Back To Game 4 Of The NBA Finals, June 13th, 2025 25.03.2026 0:42 ↓

This memory popped up on my phone this morning, it is me and my now 12-year old son, and now 15-year old daughter, the only two that wanted to go with me to Game 4 of the NBA Finals last year. Pacers were on the verge of going up 3-1, however, some bad officiating, calls and non-calls went against them, the Thunder rallied to tie the series at 2-2, the Pacers lost in Game 7, with Haliburton gettin...

The WTK Report: Episode 21 - Prayers to Kai/ChinoSox, Apollo's Torsten Slok, Heightened Emotions, $MOS, $SPY, $QQQ, $XLE, Natgas, $WTIC, $BRENT 21.03.2026 8:10 ↓

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The WTK Report: Episode 20 - Market Volatility, Oil, & Deleveraging, $RH, $ADBE, $CLF, $SNDK, $WTIC 20.03.2026 9:08 ↓

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The WTK Report: Episode 19 - Oil Price Forecasts, Natural Gas, Markets, $CLF, $ADBE, $RH, Housing, $CRCL 16.03.2026 10:49 ↓

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The WTK Report: Episode 18 - Oil, Natgas, Equity Volatility, $AR, $BTU, $EQT, $LYB, $NEM, $QQQ, $SPY, & March Madness 13.03.2026 12:57 ↓

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The WTK Report: Episode 17 - Four Burners, $CVNA, $OKLO, $RIG, $XLE, $WTIC 20.02.2026 9:58 ↓

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The WTK Report: Episode 16: Pop Quiz Hot Shot, APP, HOOD, PLTR, MSFT, OKLO, BORR, RIG, VAL, MU, SNDK 13.02.2026 8:03 ↓

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The WTK Report: Episode 15 - Bitcoin, Silver, BTU, SNDK, MSFT, General Deleveraging 06.02.2026 11:51 ↓

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The WTK Report: Episode 14 - Market Mechanics, Silver, Gold, Memory Stocks, Natural Gas, U.S. Manufacturing Data Surges, Payment Stocks 03.02.2026 11:37 ↓

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The WTK Report: Episode 13 - Gold, Silver, Crypto, Bitcoin, MSTR, AI Bear Case, FAM DCA Buys, Thankful & Grateful 02.02.2026 15:50 ↓

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The WTK Report: Episode 12 - Year-to-date Overview, Silver, Precious Metals, Memory, & Natural Gas 31.01.2026 11:29 ↓

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The WTK Report: Episode 11 - Doctitus, Market Structure Part II, Kellerman, Brady, $QQQ, $IWN, $NFLX, $WBD, $QQQ, $IWN, $PARA, $VSCO, $VFC, Natgas, $NBR, $ACDC, $AESI, $XIFR, $ENPH 05.12.2025 14:32 ↓

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The WTK Report: Episode 10 - Market Structure: $IWN, $QQQ, Looking Back For Perspective To Look Forward 04.12.2025 14:01 ↓

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The WTK Report: Episode 9 - Capital Cycle, Goldman Bullish On China, $BABA 24.11.2025 14:00 ↓

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