ARK Innovation (ARKK) on The Desk

Every Tuesday Target write-up on ARK Innovation (ARKK), newest first: 2 so far. Each page carries the thesis, why it mattered and what to watch, and where the trade has closed, what came of it from the Track Record.

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  ARK Innovation (ARKK): The Bond Market Reaches for the Extinguisher

  3 July 2025 · Tuesday Target 27/52

  Why the deficit bill and a restless long bond turn ARKK into the cleanest test of momentum, and where options fit into that setup.

  What came of it: I closed this trade on 23 July 2025, after 21 days, at +10.5% on the capital at risk.
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  ARK Innovation (ARKK): Borrowed Yen and a Fund Built for Swings

  6 August 2024 · Tuesday Target 32/53

  How the yen carry trade unwind reaches ARK Innovation (ARKK), why thin tech liquidity reprices option premium, and what the BOJ decides next.