All I can say about Osaka is wow — definitely different from the other cities we’ve visited. You can really tell the American influence here, with graffiti on walls, English signs and music everywhere and the way way people dress — almost rebellious. I try not to judge and maintain an open mind to it...Read More

Markets meandered today — with semis taking a healthy breather. We closed down 17bps, a little worse than SPY — which is to be expected on occasion. We had rippers in IREN and DELL in the AHs and the only move we made was starting BLZE at 0.5%. If you recall this was a name...Read More