Randy Dunham (@itmrandy) header
Randy Dunham (@itmrandy) profile picture

I buy stocks in uptrends and manage risk ~ writer/analyst at TTI @capitalflows ~ writing on Substack (Trade by Trade) (Randy's Daily Print) ~ CMT lvl 1 NFA!

substacks →
Joined September 2022
Photo by Randy Dunham (@itmrandy)Photo by Randy Dunham (@itmrandy)Photo by Randy Dunham (@itmrandy)Photo by Randy Dunham (@itmrandy)Photo by Randy Dunham (@itmrandy)Photo by Randy Dunham (@itmrandy)Photo by Randy Dunham (@itmrandy)Photo by Randy Dunham (@itmrandy)Photo by Randy Dunham (@itmrandy)Photo by Randy Dunham (@itmrandy)
.@KynaKosling is the creator of "The Trading Resource Hub" (TTRH) — a publication that recently surpassed 1 million views — and "A Trading Writer's Diary." In this second interview, we go deeper on the problems that hold writers back. If any of these sound familiar, this one's for you: (0:49) Not Building Trust With Readers (10:54) People Trust People, Not Companies (16:42) Building Trust With Personal Stories (26:18) You Need to Differentiate Your Content (34:06) Differentiation Levers to Pull (39:50) Editing Is Not Spelling and Grammar (47:55) Writing Without a Clear Purpose and How to Find It (53:53) You Don't Have a Clear Audience Without Knowing Your Writing Goals (57:20) Confusing Great Writing With Great Ideas (1:02:33) An Easy Way to Start Writing Online Is by Taking Notes (1:04:31) Ghostwriting (1:11:22) The Writing Process Is a "Clash of Ideas" (1:14:30) Where Writers Are Over-reliant on AI (1:23:31) How Kyna Uses AI (1:30:35) AI Won't Give You Real Insight (1:42:23) Kyna's Parting Words and Encouragement for Writers Note: There were some internet issues, so I made a few cuts to keep things smooth, enjoy!
Kyna Kosling (@KayKlingson) is the creator of The Trading Resource Hub, a one-stop show for swing traders, which has received praise from @FranVezz, @jfsrevg, @stockbasereport, @drmansipd, @alphatrends, and any many others. In her first public video appearance, we discuss everything from her writing process to actionable tips. If you want to improve as a writer, watch this. (1:14) Why Did You Start TTRH? (8:19) What Frequency Is Recommended for Newsletters? (11:38) Reviewing an Early Post and What She Would've Done Differently (14:56) Making a Post Look Better, Live Editing (23:30) Putting Together Your Outline (34:56) Common Writing Mistakes (41:33) Parallels Between Trading and Writing (45:01) How Do You Decide What Topics To Write About? (56:12) The Plateau in Traffic Data (1:12:07) Writing Is a Numbers Game (1:22:36) What Are Some of Your Current Challenges? (1:28:35) Advice for Aspiring Writers Who "Don't Feel Ready"
1
1
25
8,606
what a blessing it is to go fishing on a freezing morning 🙏
1
7
178
Randy Dunham retweeted
Replying to @itmrandy
Yup, all of those 5 times were lower after a month nitter.cf/OrionEngineApp/status/…
Only 5 times this century has the VIX been up 60% in one session. Every time it happended the VIX was down one month later.
1
1
151
semis are something else $SMH > 25% drop in the last month > still up 25% year-to-date
5
195
The #VIX just spiked 60% in one day. Overwhelming odds that volatility is lower and the #SPX is higher 21 days from now: > average VIX move: -38.1% > average SPX move: 3.2% Sample size of 5 going back to 1990. Full data set: randysdailyprint.substack.co…
2
11
404
Gonna be great to update this one 🤩
Updated midterm chart with current cap- and equal-weight S&P 500 paths $SPY $RSP Equal-weight is doing a much better job of following the seasonal pattern.
4
232
What a 1-day move in #VIX !
VIX closed above 20 today. As a reminder the 20-28 range is the worst range for forward $SPY returns.
5
264
Historic 1-day move in ew consumer discretionary $RSPD Fwd median returns above baseline: • 21d later 3.9% (vs 1.2) • 63d later 4.4% (vs 2.8) 2008 and 2020 cluster definitely skew results but I still believe this is a strong signal esp considering we were <7% from ATHs the day before
4
240
Randy Dunham retweeted
Hey everyone, If you are reading this, that means TaPlot has unfortunately passed away. I am his oldest son, and I want to take a minute to sincerely thank every one of you that supported him throughout this fight, you helped him keep his motivation, but you also helped me a lot. When I was feeling worried about him, I would often go to his page and read all the supportive comments, and they would give us both so much hope. He was a great dad, he never stopped fighting, not even in his last week. I sat beside him and told him he could rest and I was proud of him, and he simply shook his head. He still wasn't giving up. It hurts losing him, because, losing my father means I lost the only man who ever truly wanted me to be better than himself. I will not be deleting any of his posts, everything will stay here as it was. There's one more thing I want to leave everyone with. When my dad died, the cancer died too. It wasn't a loss, it was a tie. He's at peace, and the cancer isn't. So if you really think about it, he won. 🕊️
1,571
404
132
11,279
552,272
Value ETFs are outperforming their growth counterparts. randysdailyprint.substack.co…
2
1
7
448
I've always heard a divided gov't has generally been favorable for markets.
a gop president + dem congress has historically outperformed the market average by 15% over next six months up 7/7 times even better when the dems control both chambers, which is what happened last night better freak out and sell all your stocks this morning fintwit
4
228
i thought equities were going to fall 10% this morning that's all i saw last night when everyone was giving their takes based off overnight futures guys no one knows the outcome of anything, this is all about making probable bets
3
2
11
573
Updated midterm chart with current cap- and equal-weight S&P 500 paths $SPY $RSP Equal-weight is doing a much better job of following the seasonal pattern.
Going back to 1950, midterm years show a pretty consistent September-October dip before a rally into and after elections. Some weakness here into October wouldn't be surprising. $SPY $SPX
1
1
10
1,570
VIX closed above 20 today. As a reminder the 20-28 range is the worst range for forward $SPY returns.
1
2
22
13,297
Randy Dunham retweeted
Replying to @itmrandy
@itmrandy with a really interesting note this morning. I’ve been hearing everywhere people talk about breadth improving while the indexes are simultaneously drawing down. That’s not surprising given the selling pressure in tech and the mega cap stocks. What is surprising is how great of a divergence we’re seeing. Randy gives you the data.
October was volatile.. there’s no denying that. But something bigger is happening under the surface. There is a fundamental shift away from the Mag-7 stocks right now. While the indexes stuttered in October, a majority of the market actually did alright. Important note from Randy here this morning for anyone managing actual money. randysdailyprint.substack.co…
1
1
1
105
Equal-weight S&P just beat cap-weight by 5% in October. Its largest monthly relative gain in 17 years, back to the GFC lows. Start of something bigger? 👀 $SPY $RSP
1
11
478
Going to larp as Eren Yeager for Halloween HAGW everyone ✌️✌️
1
3
236