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This is what we expected, no? We said the Fed would cut and it didn't matter much to us if it the cut were 25 bps or 50bps. So far the playbook for the Fed that we've outlined repeatedly for the last few weeks is playing out.
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Bryce and I had an amazing time, learned so much, worked very hard on our business and were received incredibly warmly everywhere we went. We will write more about our experiences, learnings and analysis, but in the meantime, here are the Top 5 Mindblowing Thoughts I had on our trip.
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With the markets back to being close to their all-time highs, its probably a better time to be cautious than wildly bullish.
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No chat this week, and we didn't have high hopes for Apple's "It's Glowtime" event next week.
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We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
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We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
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We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
Latest Positions
Top 5 buys in alphabetical order right now are:
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What does the uniformity of agreement regarding AI mean for the markets and for us?
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We hit on hedging strategies, where AI can go from here, Nvidia's upcoming earnings, the amazing quality of Tesla's cars, and so much more!
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Here's some of the fundamental reasons the stock market might decline while the Fed is cutting interest rates, and how we can play it.
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We are sticking with our Fed Playbook + The Top Five Takeaways From Our NYC Trip