TLDR: It is confusing out there…..the market is struggling to decide what play book to run….and when i get to…...
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There is more than enough written about the Fed to take too much time on it….so the short takes are…....
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There are not that many actual …..’AI Catbird Seats’……..ie) an enviable position or the upper hand/greater advantage in a given…...
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Going into the Easter break seems like a good opportunity to quickly run through where we are in terms of…...
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In no particular order……..there is much to highlight…… GTC….the NVDA ….Mahoosive dog and pony show ….starts today…..and the Jensen keynote…...
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Just a quick one…….forget that CFLT is up 24%…..that’s a bunch of short covering on the back of good results…....
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Every now and again….there are things to just…register and understand in the background. JPOW The weekend interview really just…...
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Having re-read the Google transcript yesterday….i was more than ready for a little bit of light relief…..so settled in for…...
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It is a Monday ahead of a big week….so I have decided not to make it too taxing. CHINA i…...
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There are multiple meme’s doing the rounds at the moment that communicate where we are without any over thinking……….all show…...
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