How to Buy Stocks When Things Change

The dollar was even weaker than we expected and so not only did it help multiples, but it allowed particularly these big tech companies to say, hey, this is the bottom and it's going to get better. A lot of that was weaker currency. We do think the dollar is going to strengthen. If it doesn't, our call is going to be a little more challenging. I just want to let people know that Dan has worn up on a screen when I say porn, it's the intraday chart of Tesla that's up on the screen right now.

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