Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
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This Ain't Your Grandfather's Bubble
Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.
What I learned from creating an economic matrix was both shocking and expected
Luigi And The Sad State Of Crypto, Top (Nine!) Trims Here, And More
Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.