I’m about to board a flight from Dallas back to Roswell from where I will have a 90 minute drive home. I learned a lot last night moderating the panel with , last night at the CFA-DFW event. Most surprising was how bullish most everyone I spoke to and all three panelists were. I made a bunch of notes and will have much more for you guys when I get home and have a chance to write all about my economic and market takeaways from last night.
I also sat down with one on one meetings with a few financial analysts and spent yesterday afternoon at a technology value-add reseller talking with their CEO about the trends he’s seeing. I’ve got a lot of new analysis to share with you so stay tuned for several new reports in the next few days.
No trades for me today, at least not yet. I’ll send out a Trade Alert later if I do anything.