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

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