Hay lugares en el universo donde la gravedad es tan extrema que ni siquiera la luz puede escapar. Los agujeros negros son, sin duda, algunos de los objetos más fascinantes y…
Start with the number the sell side refuses to lead with: Coherent trades at 160 times trailing earnings. Lumentum sits at 146 times. These are not growth multiples. They are…
Bismillahir Rahmanir Rahim, Hello, my dear friends, good morning, My sincere greetings and greetings to everyone. How are you all? I hope everyone is well and healthy.…
Before the next client call lands asking why gold is “still going up” after the move we’ve already had, we need a cleaner frame than the one the Fed will ever use in public. Gold…
INTERNAL — DESK MEMO RE: Everyone please stop calling this a rally To whoever keeps putting "S&P 500 at record highs" on the morning note without a footnote: cut it out.…
Wall Street Couldn't Call Gold Right Either Direction, and Nobody's Owning It Every major shop on the Street spent the second quarter revising gold targets in the wrong…
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