Gents, Ladies — We made it back and will be staying at the Grand Hyatt in Dallas until our flight at 7am tomorrow morning. I see the session closed red and futures are lower post AVGO earnings. It was a fine vacation and we made good coin. A little give back is not only to...Read More

Due to a typhoon, our flight has been delayed for 8hrs. Due to the 8hr delay, we are going to have a 13hr layover in Dallas, which means we’ll need to sleep there for a night. These things happen. We’ll make the best of it.We had an excellent day in the market, +124bps or +110bps...Read More