Guys, you’re in Vegas and a little over excited. For now stick to the slot machines and cap your fun money.
Hold your big powder for a lot longer.
Your stats are not as relevant in today’s crazy valuations. Sometimes you have to look at other data to back your calls and I think you theory is good but the risk of “coming in” too early is huge. Read the word risk and interpret it as de-risk. That’s all the world is talking about. Follow the world’s big money. Love it guys. Cheers from Aus
We were in a good mood, though. We’ll continue to follow the data for insights. We certainly aren’t saying the coast is clear, but data does suggest there’s likely some opportunity to be had…if only a nice relief bounce. Only time will tell. But you’re correct – it’s a rough macro environment out there. Thanks for the comment, Stu!
I need the list of outliers – if you sent it I did’t see it. Thanks
Hey Bill –
We are preparing the list as we reach oversold. A members only email will be sent out when it’s ready.
Guys, you’re in Vegas and a little over excited. For now stick to the slot machines and cap your fun money.
Hold your big powder for a lot longer.
Your stats are not as relevant in today’s crazy valuations. Sometimes you have to look at other data to back your calls and I think you theory is good but the risk of “coming in” too early is huge. Read the word risk and interpret it as de-risk. That’s all the world is talking about. Follow the world’s big money. Love it guys. Cheers from Aus
Ha no slot machines for us.
We were in a good mood, though. We’ll continue to follow the data for insights. We certainly aren’t saying the coast is clear, but data does suggest there’s likely some opportunity to be had…if only a nice relief bounce. Only time will tell. But you’re correct – it’s a rough macro environment out there. Thanks for the comment, Stu!