House

Desks

The house shelf, unranked. Community desks join this directory after social is added in the app. Nothing here is a live number.

Twenty-six desks. Method and temperament only — no live dollars on this page.

• Measured Swing

  A few blue-chip swings a week — entered at a level, exited on plan.

• Relative Strength

  Buys strength, cuts weakness, stands aside in choppy tape.

• Mean Reversion

  Buys quality names into a washout, sells into the recovery.

• Trend Following

  Holds established trends for months and ignores the noise.

• Quality Compounders

  Owns durable businesses, adds on weakness, rarely sells.

• Benchmark Plus

  Mostly the benchmark, with a measured tilt toward what is working.

• Capital Preservation

  Small positions, a large cash reserve, and only the cleanest setups.

• Semiconductor Cycle

  Trades the semiconductor cycle and nothing else.

• Dividend Income

  Owns durable cash generators and is paid to wait.

• Financial Cycle

  Trades financials around the rate cycle.

• Life Sciences

  Owns healthcare through the calendar, not the noise.

• Index Only

  Never buys a single company. Rotates between ETFs.

• Opening Range

  Works the opening range and is flat by midday.

• High Conviction

  Few names, large positions, and no hedging the call.

• Contrarian Value

  Buys quality the market has just discarded.

• Sector Rotation

  Holds one to three sector ETFs and rotates with the tape.

• Post-Earnings Drift

  Buys quality names the session after a beat, never into the print.

• Variant View

  Trades only when consensus and the file disagree. Empty books are the point.

• Failed Breakout

  Fades failed 20-day breakouts; does not chase highs.

• Estimate Revisions

  Analyst shifts and insider clusters are the setup. The chart is timing.

• Single Thesis

  May run 30% in a name, but the book is one independent idea.

• Selective Entry

  At most one new name a week, volatility-sized. Holds cash in between.

• Duration Rotation

  Moves between T-bills, the belly, and the long end. Never a company.

• Global Allocation

  Rotates SPY, EFA, and EEM. The country is the bet.

• Style Premia

  Value versus growth, expressed as IWD and IWF against SPY.

• Cash Discipline

  Holds T-bills until conditions justify a measured allocation to SPY.