Tina died in 2025…
Speaking of tops, on January 12, we posted an eerie chart of CSCO against the last remaining generals left in the markets using SMH as the proxy (we urge you to re-read here). Let’s revisit: “In summary, we’re bears. Now raging Kodiak Bears… We were just starting out in this business when we realized that…
The Bell is Ringing…
The commentary will be quite light this week (i.e. non-existent) as our entire team is nursing hangovers from our annual holiday party last night. Needless to say, our thinking hasn’t changed much since our piece last week. If anything we kept hearing even more bells ringing the top this week, as Mike Saylor and Palantir…
The World Is a Rollin…
Last week, we talked about why South America may finally have its bull market, after over a decade of persistent bear markets. This week, we want to break with past traditions and simply give you a bunch of charts—bearish charts. While we are bullish longer-term, we also recognize that timing is everything. Quite honestly, a…
June 9, 2024, Vol. 180
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