THE BROADWAY BRIEF | December 31, 2025

Yesterday didn’t need spin.
It needed to be logged.

2–4 on the slate.
The record corrected.
We moved on.

Since December 19: 33–21.
Above .500. Transparent. Disciplined.

Days like that aren’t failures...they’re part of the distribution. Late December boards are volatile by design. Bowl noise, inflated narratives, and pricing drift create variance before they create opportunity.

Today’s slate is where that flips.

Cleaner incentives.
Games that actually matter.
Less narrative distortion.
More honest numbers.

This board isn’t built to “get it back.”
It’s built to let the market come back into range.

There are outlier-level trend stacks in play today - structural, repeatable, and priced softer than they should be. These environments don’t show up often. When they do, volume isn’t the move. Selectivity is.

No ego.
No chasing yesterday.
No pretending every edge deserves capital.

Just positions that deserve it.

If you’re here for structure, this is where it reasserts itself.

Here are the top playable trends pulled today...