Quoth the Raven
· QTR’s Fringe Finance
· August 19, 2026 at 08:25
· ⏱ 1 min read
| Read on Substack ↗
Summary
This article is a brief introduction to the author's bullish watchlist framework, splitting ideas into Core Bullish and Speculative Bullish buckets based on conviction, risk, and upside potential. It argues that the Core Bullish bucket should carry somewhat larger overall weighting, implying a diversified long-biased approach, but it names no specific securities or market calls.
•The author maintains two bullish watchlist buckets: Core Bullish and Speculative Bullish.
•Core Bullish is intended for higher-conviction, generally lower-risk names.
•Speculative Bullish is for ideas with greater risk, volatility, or uncertainty but potentially greater upside.
•The author says the names should be viewed together as a diversified group, with Core Bullish carrying a somewhat larger overall weighting than Speculative Bullish.
•No specific tickers, positions, or trade triggers are disclosed in this excerpt.