I spoke too soon last night because during the AVGO call — the CEO didn’t offer the guidance Wall Street wanted and the stock reversed lower and as you know by now was the standout loser for the session.Things were stable at the open with many a name trending up until news broke by Bloomberg...Read More

Consider the following and then really think about how mundane and jejune many of our bearish friends are. RECORD CAPEX and GREATEST technological advancement since the toaster and markets have been nothing but a struggle all year. We hear rumors of bubbles and economic slander around each and every tick. The consumer is dead, but...Read More

The Fed did exactly what was expected and the comments afterwards were only noteworthy to people like Jeffrey Gundlach. Powell is now a lame duck Fed chair and while policy might be on hold till the next chair is appointed in May — it is worthwhile to note that any bad economic news will now...Read More

Without the Fed, none of us would have anything to complain about. The economy would be entirely in shambles and the lot of you bears would be quite content, ensconced in 1932 conditions. The heavy cash crowd would sop up all of the cheap assets, relegating the rest of everyone else to serf status —...Read More

The construction aspect of the data center play can be readily seen to be bullish via the shares of STRL, AGX, FIX, TPC to name a few. Everyone is fixed on the vendors supporting these builds — from chips to cooling to routers — but what about steel and all of the materials necessary to...Read More