Bye, Bye Lula
It seems like groundhog day at KEDM. Wasn’t that long ago (Q4 2024-Q1 2025) when NVDA was dominating the headlines, and we were leaning into SMH/SOXX as a proxy, all the while hunting EMs. Fast forward 6 months and here we are with NVDA & Co. still propping up the entire market at 14% of…
Mean-reversion is imminent…
Last week, we showed the 1 chart to rule them all. It was the chart of Q4/Q1 of 2021/2022 overlayed with the current market tracking almost perfectly. Since then, this year has tracked reasonably well (shocking…). If the comparison holds, then the selling starts this week when everyone gets back from vacation. Though, we’re willing…
November 10, 2024, Vol. 200
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