Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
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The Top Gun Moment - I'm Good, Buddy.
I think we're in a Top Gun moment. I don't think by any stretch you think things are over, but you're starting to see things that are peaking your curiosity. You've been quite active on the Twitter recently as well. Some of the quality was the day of the Jake Morgan update that they gave on their analyst day. Walmart started to regain footing. Nothing major. And when you start to see rallies like that in quality names, you talk to me a little bit more encouraged when you don't see the shit names rally. That's exactly what happened in 2000 and 2001. Once again, it was quality that led us now yesterday and even today we can talk about it
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