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

Good Day —It really could not have gone better for me — markets doing well and me even better during my sojourn into the orient. I have enjoyed my stay here immensely and will leave Japan with even more admiration for a great people than before.We closed out the session +122bps, now pushing +20% YTD....Read More

We’re traveling from Osaka to Izu Peninsula in the last leg of this trip. It was a fine day and overall fine month for BCW. We managed +78bps for the session, 6.67% for the month. We achieved alpha over SPY of 1.55% and YTD gains stand at ~18.46% or +7.5% over SPY.Moves for the session...Read More

Some quick thoughts here before I head out for the day. The DELL numbers speaks volumes about what is transpiring here with the AI buildout. Everything is far exceeding expectations and for the most part being factored into share prices. Although one can make the case that DELL at 2.5x sales, even after this move,...Read More