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There was tesla. After its broad earnings report, shares were up as much as 6 but end of the day down by 5 it seems like the momentum trade, the big cap tech trade got unwound a little bit today. Yeah. Is this another one of those rotation moments we had one in mid may and one in mid june maybe we have one here in late july if you think about the move in big cap tech, apple is down about 5. 5 against the s p in the last ten days. Across the board youve seen this essentially across the tech space. If you look at small cap stocks, the iwm, the etf that tracks the russell 2000 it actually eked ou...

Becomes a cash flow power house in your words. We think were seeing the part of the possible and the buzz kill of the probable coming together the worlds alarmer tam. The worlds most energetic, enigmatic, courageous ceo. A phenomenal human being in many regards, and then against that, and also frankly the product has a huge lead on anything else in the market on the other side of that to extrapolate that out, 10 or 20 years, investors are making a number of bets theyre betting on the legacy guys failing even if they spend half a trillion trying to succeed. And i think the big bet is against am...

What could detail the stocks the s p advanced and the nasdaq climbed 1. 24 . What would make us want to dump the red hot stocks that have been leading us higher i dont see this rally collapsing under its own weight, which is what happened the last time we had an explosive tech rally in 2000. We got ahead of ourselves but the Actual Technology wasnt there yet. We laugh at the. Com casualtiecs the truth is they are ahead of the time it could have been chewy i want to take on the hateful 1999 analogy, remember when it was shot up in 2000. I want to take it on directly. You have to understand why ...

Just hours before the hearings and one day before they tell the world how much money theyve got, all their stock prices are on the upside. All right. Now to politics. Joe biden says he will announce his Vice President ial pick by the end of next week. Its probably the most important veep selection in history. Hes 77. Hes forgetful. Occasionally unfocused, and he does not campaign vigorously. If he wins in november, who will really run the country . We will find out. Getting back to classroom learning. Looks unlikely in many parts of the country. That means parents scrambling for child care and...

Struggle just to keep up. Look. I think that all of these have one thing in common. They all believe that the future is a little bit better and a little bit faster to come than many of us believe it is rather remarkable to see a consensus overnight from companies that basically say, you know what . Darn covid full speed ahead that includes boeing boeing has what i regard as being a very bullish scenario involving good cash, involving the possibility of returning to much more flight in, lets say, the next year. And even after 1,600 flights of the 737 i dont think theyre going to call it maxx an...