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Concise. Touch of whimsy. Packs a lot of informed and informative punch. Much appreciated 🙏🏼

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I love reading your stuff!

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re: stocks, would be the most obvious double top ever if bears are right here. AI seems like an echo bubble to me, lot of hype and no substance like 99% the prior crypto bubble. Though it’s much less accessible to retail (just buy mega cap tech and chill?)

Speaking of crypto, funny how an asset class that’s up over 100% this year can be written off by commentators as unbearably boring to pay attention to. Though it does seem like most the upside has been in only a handful of trading days this year, where as stocks have been going up steadily every day. Do you like your gains casino style, or slow and steady in traditional markets?

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Great analysis as usual.

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When that dragon wakes up, starts roaring fire down and consuming everything in sight, I suspect we'll all be thinking about the past and singing Nothing Compares 2 U! Thanks Brent!

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