Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
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Trade Alert: Foot Off The Gas (And Headed to Asia)
We were steadily bullish and buying more throughout the panicky sell off last month even as most professionals were declaring an end to the US boom and preparing for a crash. As I noted in chat yesterday, we are simply taking the foot off the pedal here a bit.
New Sentiment Tracker + Chat Transcript + Where We'd Buy More Update
We built a new page on the site to track market sentiment
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
Trade Alert: Google, The End Of The Beginning
Google will move beyond information retrieval to become a true agent, a problem-solver, a creator, and a concierge.