Cody is about to be a dad and is currently at the hospital with his lovely wife. Therefore, we will not be doing the Weekly Q&A this week. We will resume the Weekly Q&A next week at the normal time of 2pm EST.
Cody is about to be a dad and is currently at the hospital with his lovely wife. Therefore, we will not be doing the Weekly Q&A this week. We will resume the Weekly Q&A next week at the normal time of 2pm EST.
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.