THE BROADWAY BRIEF | January 24, 2026

Quick housekeeping before we dive in.

Missed getting a Brief out yesterday...that one’s on me. The morning was spent putting out corporate fires, the afternoon got hijacked by generator issues as we prepped for this damn snow and ice storm rolling in. One of those days where everything is “high priority” and nothing cooperates.

That said... no excuses, just context.

We’re back on it this Saturday.

Weather is a variable today. Travel, routines, timing — all of it matters, especially with winter conditions in play. Because of that, I deliberately leaned into earlier tip-offs to get us positioned before any late-day chaos or market overcorrection sets in.

As always, these aren’t random clicks or vibe-based selections. These are handpicked plays, filtered down to the strongest supporting trend clusters I had available. Structure first. Signal over noise. Numbers doing the talking.

Let’s get into it.