Systematic supply/demand trading. Public track record on eToro since 2011.https://engtmk.com/https://engtmk.com/posts/h1-2026-market-take/https://engtmk.com/posts/h1-2026-market-take/The AI trade did not die — the invoice arrived. Why hyperscalers sold off, why memory names went vertical, why I bought Microsoft into the wreckage, and why the consumer may matter more than the AI debate in H2.Sat, 04 Jul 2026 00:00:00 GMThttps://engtmk.com/posts/why-quality-value-sleeve/https://engtmk.com/posts/why-quality-value-sleeve/Breakout trading pays the bills, but a long-term sleeve of quality compounders bought at fair prices smooths the equity curve. Here's the framework.Sat, 20 Jun 2026 00:00:00 GMThttps://engtmk.com/posts/one-percent-rule/https://engtmk.com/posts/one-percent-rule/Fifteen years in, the single biggest driver of the track record isn't stock picking — it's position sizing that makes any single trade irrelevant.Mon, 11 May 2026 00:00:00 GMT