The WTK Report

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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 getting injured, and they have had an injury plagued year this year (even on top of the Haliburton injury). In fact, this year, they now have the worst record in the NBA.Lesson from this this is to enjoy the moment, things can change quickly, just like the markets, and you have to make lemonade of lemons sometimes (the bad record this year could lead to a top-4 pick in a loaded draft class).As an aside, I took a picture of the Biglari building going in, this is the Buffett protege guy, who bought Steak and Shake (they are cooking everything in beef tallow now like McDonalds $MCD used to do), he owns a stake in Cracker Barrel $CBRL , and has some insurance operations too. Always an interesting stock to look at, $BH , Biglari Holdings.Biglari’s stock price has had an impressive comeback here, and I was surprised how well McDonald’s stock has done the last five years as well. Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

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Housekeeping item. I have been experimenting with video episodes and a podcast. The podcast can be found on Substack, and also on the following.Spotify - “The WTK Report” Here is the link. Apple - Search for “The WTK Report” Here is the linkYouTube Video Channel - Here is the linkHere is the accompanying chart-pack to this video episode 4.aneanew Nov 17, 2025 8:05 AMYeah, the speed in crypto is something to behold.Here’s where I currently stand turb0katI don’t have a ton of conviction yet. If BTC can’t hold here and reverse above $109k and hold there then I think we’re cooked for the short/middle term. I will be adding to BTC once we show a convincing bottom which according to the completion of the broadening top pattern is somewhere in the $82k range. ETH is still long term bullish with large ascending triangle on the higher timeframe charts, but looks bad short term. IF BTC can find a bottom (and that’s a big IF) I’ll be adding to ETH. But ETH can easily slip down to the $2800 range, possibly lower. And it moves as beta to BTC. So whichever way the big dog moves so moves the rest of the market (except for ZEC, which seems to be a contraindicator at the moment)Whichever altcoins are surging right now are probably decent bets near term. And I mean BETS in the purest form of the word and I also mean “near term” as in this week and probably no later. If equity markets hit a hiccup after November opex then I think we will be strongly coupled with them and move in whichever direction they go, but more quicklyBack to Travis, so just closing this out.Thankful and grateful for all in our group,Travis Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe

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College football recap first then some stock market data at the end. Get full access to TK The Contrarian at tkthecontrarian.substack.com/subscribe