Market Sniffs

Analyzing Etsy, Generac, & Estée Lauder earnings reactions, amongst other things. Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer: I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Market rally, FOMO, surviving, charts, IBKR research tools.👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

VIX, market squeeze, BofA fund manager survey, amongst other things.👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/AWzxvdrYSXTwitter/X: JBandDSubstack (FREE): jbandd⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

I break down the 5 contrarian signals to the initial investor reaction.📈 You’ll Learn:• Puig deal = geographic pivot, not distraction• China rebound: $20T liquidity + 13% growth• $124T wealth transfer to women• Turnaround proof: margins up, cash flow surging• Why record pessimism = maximum opportunity👇 Follow for More Deep Dives:• Discord (FREE): https://discord.gg/JUE8nAVyq• Twitter/X: JBandD• Substack (FREE): jbandd⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Bearish indicator, VIX analysis, etc... This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Discussing Alibaba, PayPal, Japanese Yen, put skew, and other things. Video link below This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

JB and D's Market Sniffs Podcast, Sniffing for Golden Nuggets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

A deep dive into a potential speculative agreement that may be unfolding behind the scenes and its impact on equities and the Japanese yen. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

In today's episode, we discuss Taiwan risk, VIX positioning, LATAM opportunities, and other things. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

We go into the carry trade, the US dollar, and other things. Video format below. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Going over what needs to be improved to have a better performance in 2026. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Predictions for 2026.Full Disclaimer- https://open.substack.com/pub/jbdino/p/full-disclaimer?utm_campaign=post-expanded-share&utm_medium=web This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

All content, including but not limited to research, trade ideas, speculative scenarios, stock and options flow, technical charts, company valuations, market commentary, and other materials, is provided for informational, educational, and entertainment purposes only. This content does not constitute investment advice or financial advice. Everything I share is opinion only. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Deep diving into investor positioning, similarities to last year, China, power grid, etc. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

What’s going on with Alibaba, China, the EU, small caps, mid caps, and earnings season? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

In this episode, I introduce myself and discuss what you can expect from this podcast, as well as who it may be for. I'll dig into the good stuff starting with the next episode. Thank you.JB&D’s Substack- https://jbdino.substack.com/JB&D’s X- https://x.com/JBandDino This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com