Blue skies ahead, are we buying China, and what earnings do we like for next week.
Weekend thoughts on Netflix and GEV earnings, and a massive option buy on Meta for 2027.
Two weeks ago, when the market was in the pits, I wrote that I expected a rally into and through the first few days of Trump’s term. Not because Trump was coming into office, not because the market was ‘cheap’ but because of the TGA had one last major draw down in it.
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