It’s Christmas Eve and I’m out in my office working but I’ve got a daughter and a wife inside the house feeling under the weather and I’m not exactly feeling 100% today. At any rate, no trades for me today and I’m going to need to cancel our Live Q&A Chat today too. Back full speed on Friday.
Happy holidays to each of you. Peace, love and joy.
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.
Bryce and I had an amazing time, learned so much, worked very hard on our business and were received incredibly warmly everywhere we want. 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.
With the markets back to being close to their all-time highs, its probably a better time to be cautious than wildly bullish.
No chat this week, and we didn't have high hopes for Apple's "It's Glowtime" event next week.