Trade Alert: CRWD and LUNR
We're putting on small positions in CrowdStrike and Intuitive Machines.
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UAE/HK Takeaways Part I: Peace In The Middle East?
It's one of those unknown, unknowns that absolutely no one is thinking about right now.
Blow Off Top Or Something Else?, AirPod Hearing Aids, Crypto Winter Is Coming, Mortgage Rates, Much More
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.
Top 5 Mindblowing Thoughts From Our Trip Around The World
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.
What To Expect This Fed Week
With the markets back to being close to their all-time highs, its probably a better time to be cautious than wildly bullish.